Greg Janssen

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Activity overview

Latest activity by Greg Janssen
  • Greg Janssen commented,

    Hi Alex- There is some configuration you can do in the Function Calendar, however bolding and italicizing currently cant be added to how the functions appear. Font and font size are able to be modi...

  • Greg Janssen commented,

    Hi Kris- We have a table called Accounts Receivable Security Control Codes (v19) that you can use. First step, build the codes for the specific account groups. Next you will go to each account and ...

  • Greg Janssen commented,

    I don't believe it is currently on the road map. You can certainly enter it as an enhancement request.   Greg

  • Greg Janssen commented,

    This functionality is currently not available in Ungerboeck.   Thanks, Greg

  • Greg Janssen created an article,

    Delete a Resource

    A resource can be deleted if it is not: Used on an order Assigned to a price list If the resource is used on an order, then the resource must be made inactive rather than deleted.  If the resourc...

  • Greg Janssen commented,

    Hi M Vanderwerff- I would like to review your setup with you over a Go To Meeting. Let me know your availability and email and I will set it up.

  • Greg Janssen created an article,

    Default the Bill-To for New Events

    When you create a new event, you can configure the system to default the bill-to account and/or bill-to contact to: The event account with a different bill-to contact An account and contact comple...

  • Greg Janssen created an article,

    Event Function Statuses

    Event function statuses are used to indicate where a function is in the overall process. You can create and update event function statuses from the Event/Job/Booking Status screen.  Default Functio...

  • Greg Janssen created an article,

    Adding the In Date/Time and Out Date/Time Fields to the Add/Edit Event Screen

    By default, the In Date, In Time, Out Date and Out Time fields do not display on the Add Event or Edit Event screen. To add these fields to display on the screen, follow the below steps: Click the...