Steven Wittig

1. User Guide
2. Accounts Receivable
3. Place an Account/Contact on Hold or Warn

It would be great if the status could be customized rather than just Hold, Warn and be able to add one's own icon/gif.

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• Steven Wittig
• July 18, 2014 19:39
• 0 votes

1. User Guide
2. Accounts Receivable
3. Place an Account/Contact on Hold or Warn

+1 We also rely on the account reps to be able to see the Warn/Hold flag without hovering. Otherwise they would have to do that every time prior to registering someone. I'll submit a ticket as we...

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• Steven Wittig
• October 21, 2015 17:44
• 0 votes

1. User Guide
2. Opportunities
3. Adding Opportunities from Events

I would be interested in using it the other way.   We start with an Opportunity (sales lead/prospective event).  Once that opportunity is realized and becomes an event, you can link the opportunity...

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• Steven Wittig
• February 17, 2014 16:20
• 0 votes

1. Configuration Guide
2. Payments & Credit Cards
3. Store Credit Card Information

Is the ability to issue a refund still available if this is set to "N" and credit card numbers are no longer stored?

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• Steven Wittig
• November 05, 2014 21:38
• 0 votes