Greg Janssen

  • Total activity 21
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Activity overview

Latest activity by Greg Janssen

  • Greg Janssen commented,

    1. User Guide
    2. Functions
    3. Function Calendar

    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,

    1. User Guide
    2. Accounts & Contacts
    3. Searching over Accounts and Contacts

    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,

    1. User Guide
    2. Opportunities
    3. Sales Opportunities

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

  • Greg Janssen commented,

    1. User Guide
    2. Opportunities
    3. Sales Opportunities

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

  • Greg Janssen created an article,

    Delete or Inactivate a Resource

    1. Configuration Guide
    2. Resources & Price Lists

    When a resource is no longer needed you can delete it or inactivate it.  Inactivating a resource will retain historical data of orders and price list items associated with the resource. Delete a Re...

    • Greg Janssen
    • Updated
    • 3 followers
    • 3 comments
    • 2 votes

  • Greg Janssen commented,

    1. Configuration Guide
    2. Facility Booking
    3. Space Booking Rates

    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

    1. Configuration Guide
    2. Events & Functions

    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
    • Updated
    • 7 followers
    • 14 comments
    • 1 vote

  • Greg Janssen created an article,

    Event Function Statuses

    1. Configuration Guide
    2. Events & Functions

    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
    • Updated
    • 6 followers
    • 6 comments
    • 0 votes

  • Greg Janssen created an article,

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

    1. Configuration Guide
    2. Events & Functions

    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...

    • Greg Janssen
    • Updated
    • 2 followers
    • 1 comment
    • 0 votes