David Clifton

1. Configuration Guide
2. Events & Functions
3. Assign User Defined Fields (UDFs) to Events

Hi all, We have used all 50 fields within our database as well. To have additional fields available in the UDF data table would be handy. Cheers Dave

• View comment
• David Clifton
• November 29, 2016 02:18
• 1 vote

1. User Guide
2. Events
3. Cancel or Lost Events

Hi Maggie, When cancelling an event, is there a way to set up an automated alert for relevant staff? EG an automated activity?

• View comment
• David Clifton
• July 21, 2016 00:25
• 0 votes

1. User Guide
2. Purchasing
3. Email Notifications for Requisition or Purchase Order Approvals

Can you send a hyperlink to an event screen via email, in the same way that you do with a purchase order? The url for the purchase order is http://fs2k12s3:81/ungerboeck.aspx?OrgCode=10&PurchaseOrd...

• View comment
• David Clifton
• July 18, 2015 23:19
• 0 votes

1. User Guide
2. Purchasing
3. Email Notifications for Requisition or Purchase Order Approvals

Thanks Maggie. This is a great start although I should have explained the main reason I wanted this and I don't think that this will work for me. Basically, I want to incorporate a hyperlink into a...

• View comment
• David Clifton
• July 20, 2015 23:12
• 0 votes

1. Configuration Guide
2. System Administration
3. Configure User Defined Fields (UDFs)/Custom Field Sets

Can you create a UDF so that it can be used on the 'Add Purchase Order Item ' window?

• View comment
• David Clifton
• October 15, 2015 23:45
• 0 votes

1. Configuration Guide
2. System Administration
3. Configure User Defined Fields (UDFs)/Custom Field Sets

OK great thanks Maggie. I actually want to add a validation list field to a purchase order so I dont think inline notes will work for that. I have created the opportunity type and assigned it the...

• View comment
• David Clifton
• October 16, 2015 20:54
• 0 votes