Martin Stephens

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...

Inquiring 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...

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 ...

In the event invoices section, Harvard would like to filter the data by “ Actual net due”, where they could enter a $$ range.Business Need: In short, this will increase accuracy when they choose wh...

MTCC have a complex pricing scheme that they would like to create in ESC.  Here is the logic:For the Shared Service, they have flat rates for internet if the event is 1 or 2 days, using Standard or...

Within multi-org environments, many configuration tables are shared by all organizations. Occasionally this can result in conflicts between orgs.Harvard University recently onboarded the Treehouse ...

Explore Edmonton would like to create a report that forecasts revenue for Events based upon the ordered charges of event items.They tried to accomplish this using the “Daily Revenue and Cost Analys...

Following a recent update to Microsoft Outlook, many of my clients have identified that it is no longer possible to drag emails from Outlook directly into Enterprise document folders.  You can drag...

I have several Canadian clients eager to explore MoPay.  The are affiliated with Provincial governments with strict governance on data management - all data must be stored/processed in Canadian dat...

Joyce Li, Finance Operations Senior Manager from Calgary Exhibition and Stampede, explained that when extra payment steps are added to a payment plan, the due dates for the remaining estimated cha...