If you are still looking for assistance on this, here is how you can
dismiss the membership renewal:Select the checkbox to the left of the
Expiring Membership(s) you would like to dismissClick the "Bulk Edit"
buttonSelect the "Set Opportunity Status"...
Love, love, love the ability to adjust tables on Customer and Location
Records. However.... one big miss was the ability to turn off the
automatic Grouping. Hoping that will be in a future release.
Agreed, if we could at least add "Estiamte".... to the file name for the
PDF attachement. I have customers call in all the time thinking the
estaimte was the invoice and confused about the amounts.
@baraica is there any update to adding this feature. In Florida we are a
2-party consent state and i don't want to have to rely on emplyees to
always notify the customer that they are being recorded. We turend on a
notification through our VOIP provi...
