Caty-Pomeroy
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Recent activity by Caty-Pomeroy-
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...
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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...
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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...
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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 ...