Caty Guerrant

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Activity overview

Latest activity by Caty Guerrant
  • Caty Guerrant commented,

    Hi Ricardo- Thank your for reaching out. It appears that these are greyed out because there is no value assigned to them . From the spaces window, you would want to assign the features to the space...

  • Caty Guerrant commented,

    Hello Sean! A header or blank line will utilize the 50 text fields, however you can always use a "Plain Text" Custom Field for headers, and "Note" Custom Field for blank lines to help reduce the te...

  • Caty Guerrant created an article,

    Maximum Number of User Defined Fields (UDFs)

    User Defined Fields (UDFs) are created in the Opportunity Types belonging to each separate feature, for example Opportunity Types - Event Sales or Opportunity Types - Speaker (Session Proposals). T...

  • Caty Guerrant created an article,

    Space Types

    You can use spaces types define different groups of like spaces. This provides you an additional way to sort spaces on the Booking Calendar. You can also use space types with the Add/Change/Delete ...

  • Caty Guerrant created an article,

    Space Features

    You can use space features to designate special accommodations a space may have and to set the space capacity. You can use space features with the Availability Search and Booking Calendar to locate...

  • Caty Guerrant created an article,

    Inactivate, Hide or Delete Accounts and Contacts

    To manage accounts or contacts you no longer use, you can: Make the Account or Contact Inactive - The account or contact displays in each designation but you filter it out of the screen view using...