Katie Eisenbath
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Recent activity by Katie Eisenbath-
Alex - because the privilege is an implicit privilege, if you have one user assigned to this privilege, it "activates" it, and all users or roles will need to be in place to view and add documents....
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Eileen - You are correct. In order for the cost to sync with the items, you must have items in the Inventory Items window that are connected to those resources.
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Eileen - there are not any written steps for it, however, high-level this is how it flows: *important note - it is designed to be used in conjunction with Inventory Items 1.) Update the Cost on the...
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Hi Eileen, The Synchronization goes from the Resource to the Price List. So, if you place a cost on the Resource, then synchronize, it will feed over to the Price List.
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Carla - it is not possible today to insert the images into the Word Merge documents.
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Sean - I apologize - the article that I had originally attached was an expired article. We are working to remove all expired articles so they don't accidentally get posted as reference. You are c...
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Hi Theresa - you are correct. The Contracts window is the exception to this feature, whereby the "Add Field" functionality is not available. This feature will be available in a future version. T...
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Hi Theresa - In order to allow for a Note Class to show up as a wildcard field, you must first create a custom field out of that Note Class. Once that field is added, you will then be able to see ...
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Hi Mavis, If the account is Active in any other designation (Membership, Registration, Receivables), you can navigate to the account through that area (Member Accounts, Registration Accounts, etc.)...
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Hi Steve, Setups are the way a room can be arranged--typical examples are Classroom, Theater, or Hollow Square. When you configure setups, you can tie the setup to a resource package that outlines...