Barbara-Key
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Recent activity by Barbara-Key-
Hi, Please enter a support ticket so your configuration for this can be reviewed. Thanks!
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Hi, Unfortunately we do not have a document for this. Do you have any specific questions we could help with?
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Hi, We double checked and the values for the automatic notes are hardcoded. So while SOME parts of the phrases might be in the dictionary you cannot remove the hardcoded values and it wouldn't end ...
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Hi Tony, The note classes for the automatic notes are dictionary phrases so in theory they could be edited. However, I don't seem to be able to get them to be used. I am discussing with development...
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Hi, The behavior is different when adding contacts or accounts in V20. But, if adding an account we would have expected a duplicate to be found if the spelling was the same in the name field. If t...
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Hi Melia, once you zero it out you can then delete the actual item from the actual tab on the order. The good news is that starting in 20.9 this can all be done with just one new button and you wil...
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There are two types of headings. Global – These are added in the various template folders and are used across accounts, events, etc… Unique – These are added when you check the “Only Available” ch...
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Hi, Currently the only thing that is available is the function header that contains the start time as part of the full header information. There is a start time column that is specific to the item ...
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Hi Nancy, Product Management reviews all enhancements and determines if and how we can add them to the software. I am not able to provide you a timeline for a specific item without their review and...
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Hi Kris, Activities of a contact can be seen on the activities tab of their organization. You have to make sure to allow the display of related activities in your view to be able to see them. If ...