Martin Stephens
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Recent activity by Martin Stephens-
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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Absolutely. The Account record has the field “Hold Orders - AR Demographics” that can be added to the layout.
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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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@... 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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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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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...
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Joel Nisbett thank you, I had completely forgotten about Locales! You are a genius.
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Absolutely.You can search Invoice Events from the Main Menu:
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Seth Halvaksz Submitted. I did not see a ‘Product Area’ for Multi-Org, so I put this with Enterprise Sales & CRM. We might want to consider a Multi-Org product option.The Event Status field is on...
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You could try deleting the actuals from the work order directly, however my suspicion is that this will not work for a closed service order. If this does not work, it feels like we have reached a ...