Jill Zung

Venue Sales Professional
Venue Operations Associate
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Recent activity by Jill Zung Recent activity Votes
    1. User Guide
    2. Service Orders
    3. Copy Service Orders

    Some of our users have been copying functions and orders quite a bit over the last two months. Typically it’s copying functions and orders from last year’s event to this year's event so the event n...

    1. User Guide
    2. Accounts & Contacts
    3. Manage Duplicate Accounts and Contacts

    Anyone have any tips/best practices for merging duplicate accounts?   Our Sales team added a duplicate client account last month for an event happening this week (1/12-13/2017). I merged the accoun...

    1. User Guide
    2. Functions
    3. Copy Functions

    Thanks for the quick response, Wendy.  The other option you mentioned seems perfect!  I'll try it out and hopefully our employees will like it.   Jill

    1. User Guide
    2. Functions
    3. Copy Functions

    Is there a way to copy and paste the function description without having to enter the field as editable?  We used to be able to select the description field box, use the keyboard shortcut for copy,...