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...
How to Send the Details of an Opportunity via Email
Using this new feature in the Repfabric Sync+ addin, you can forward the details of an Opportunity via Outlook/Gmail.
How to Un-match & Un-reconcile a Transaction and Re-match & Re-reconcile the Transaction
If you need to make a change to a transaction that has already been “Matched & Reconciled,” it can be done by hand.
How to “Match & Reconcile” a Single Transaction Manually
Sometimes you may need to mark one transaction “Paid.” In this video we will show you how to manually complete this process.
Using All the Tools on the Opportunities List Page
Customize your Opportunity list page and become proficient using all the tools available. Successful navigation on the Opp page can help you be more...
How to “Publish” your PBI file and set to “Refresh” every night
If you have a large data set, it is beneficial to “Publish” your Power BI file to your “Workspace.” This will allow you to t...
How to increase the number of years’ worth of data you see in your Power BI template
Currently your Repfabric Power BI template is set to bring in 3 years’ worth of data for sales, commissions, and opportunities. If you’d...
How to Merge Two Tables in a Living Report
You may need to merge more than one table together in a living report. For example, the opportunities table doesn’t have the contact’s e...
Video – PBI: How to correct “Customer Table Error”
There is an error that is easily fixed in your Power BI dashboard from Repfabric. The short video below will walk your through it step by step.