How to Set Up “Auto Match & Reconcile” Criteria for Each Manufacturer
If you have invoices in “Commissionable Transactions,” you can set up criteria to auto match & reconcile those transactions when you...
Set Default Follow Up Days for Opportunities, Jobs, Quotes, and Lend Items
The default setting for “Follow-up Date” was set to 7 days in the past. You now have the option of setting them individually and to the...
User Custom Feature – Email: Send follow up reminders for opportunities until they are updated
This feature acts like a snooze button. It continues to put an opportunity on your morning emails for follow ups, until the opportunity has been upd...