Sam Wilson
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Recent activity by Sam Wilson-
Delete Payments
The software allows deletion of payments to address errors made by internal users. Delete Payment Security The ability to delete payments is controlled by explicit access privilege Payment/AR Tra...
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Role Access
The Role Access page allows users to review the configuration of features and elements in relation to a user and/or role. Administrators frequently use the page to determine the features and elemen...
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Service Charge & Gratuity Resources
You can configure gratuities or other add-on charges (e.g., processing fees, delivery fees, service charges, etc.) to automatically add to an order when a particular order item (resource) is ordere...
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Service Charge & Gratuity Schemes
Service Charge & Gratuity Schemes are used to handle the calculation of charges for resources on orders. Examples include service charges, delivery fees, processing fees, gratuities, and more. The ...
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View Event Opportunities for a Group Profile
All event opportunities created from a group profile are tracked. You can review the opportunities to understand the bid history and success rate for the event. To view event opportunities for a gr...
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Add an Event Opportunity from a Group Profile
When adding an event opportunity from a group profile, many requirements and preferences from the group profile are automatically copied to the corresponding event opportunity fields. In addition, ...
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Group Profiles
Group profiles are used to track the requirements and preferences for an account's recurring events. Event opportunities for each event occurrence can be created using the group profile. Key data f...
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System Health Check
This article includes functionality released in the 2024.3 update. The System Health Check identifies areas of the application that may require reconfiguration, revision, or other intervention...
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Show Documents in Event Portal
Existing documents can be shared in the event portal by including them in the Event Portal Base Configuration or by adding them during Event Portal Setup. Newly created or received documents can be...
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External Systems and IDs
External Systems and External IDs have been added to Enterprise to allow storing of unique identifiers for use with other systems. This is particularly useful when you have any integration using an...