Rebecca McGregor

1. User Guide
2. Facility Booking
3. Add an Event with Recurring Bookings

we are trying to book a recurring event (every week over a full year period).  We have used this function to book but it is only creating 1 event which makes it tricky for invoicing.  A deposit inv...

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• Rebecca McGregor
• August 31, 2020 02:02
• 0 votes

1. Configuration Guide
2. Accounts, Contacts & Opportunities
3. Assign User Defined Fields (UDFs) to Accounts

thanks Maggie, all sorted now :)

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• Rebecca McGregor
• May 03, 2020 21:23
• 0 votes

1. Configuration Guide
2. Accounts, Contacts & Opportunities
3. Assign User Defined Fields (UDFs) to Accounts

I can't seem to add UDF's to supplier accounts.  Can someone guide me on how to do this?  Have set up in Opportunity types under AP but cant bring them into the supplier accounts.....I can see the ...

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• Rebecca McGregor
• April 30, 2020 01:28
• 0 votes

1. Configuration Guide
2. Documents, Document Management & Email
3. Document Headings and Subheadings

Is there a way to make so that when an invoice is raised it automatically goes to the document tab under a certain heading?  For now they go into the documents tab with no heading & you have to man...

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• Rebecca McGregor
• August 20, 2018 01:06
• 0 votes