Martin Stephens
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Activity overview
Latest activity by Martin Stephens-
Martin Stephens created a post,
Current Month Budget Details Displayed on Dashboard
PlannedCalgary TELUS would like the following report on a Dashboard:It needs to be for the fiscal period that corresponds to the current month. The above corresponds to the current open period.Is there a...
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Martin Stephens commented,
Mariam Abid - When an event first becomes Firm (is moved to a status between 30 - 79), a Firm date is automatically stamped onto the event. You can use this date to group new firm revenue. You ca...
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Martin Stephens commented,
Absolutely. The Account record has the field “Hold Orders - AR Demographics” that can be added to the layout.
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Martin Stephens created a post,
Using Activities for Organizational Alignment
I have been having good success with Manitoba on a novel approach to activity management and wanted to share our approach.We are using activities to track when important department workflows are be...
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Martin Stephens created a post,
AR Demographics Warning in Edit Event
PlannedInquiring if anyone knows a better way to inform users that an Account is on a Warn AR Demographic in the Events section.Hold status stops users from making changes, but the Warn status is not very...
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Martin Stephens created a post,
CRM Relationship Mapping
A long time ago, in a version far far away (iEBMS), we had a section for relationship mapping.This section provided a table with unique records for all CRM relationships. Somewhere along the road ...
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Martin Stephens commented,
Thanks Linda,Yes, this option seems to be missing on the Package configuration. I thought it might be because the nested package is using mandatory/optional substitutions (a functionality gap) ho...
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Martin Stephens commented,
@... Thank you! Yes, I ran into the same thing. The “Show Nested Details” do not seem to exist…maybe they did once upon a time.The result is that when trying to add the nested package, it only sh...
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Martin Stephens commented,
MTCC tried configuring the packages within packages using the approach detailed above. They were able to build the nested package, however when they added it to the price list, were unable to set ...
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Martin Stephens commented,
Unfortunately, Formula Fields or Summary Fields will not help you here. To calculate the dark time between events, we need the start date of the next event that is using the space - neither of tho...