I thought I was going crazy for a bit, but this screen definitely does
not save your last selection anymore, seems to be defaulting to Customer
now. @BCN do you have any insight?
I was very sad to see that the community will be sunset in the fall. I
have found this a way more positive platform that Masterminds and
significantly more personable. I am happy to see that ST will be working
to make Masterminds a more positive area...
I have reviewed some older topics on this but there doesn't appear to be
much new in the community on outbound calls.I am wanting to know how
many outbound calls are being booked on a daily basis from my CSR's. I
know I can get the manual calls booke...
This was just rolled out but had no details on how to set it just yet
(that I have seen) so figured I would put this out there in case anyone
else is interested!Under each business unit, you can now select the
default warehouse so that when you creat...
Most likely is due to accounting periods from the last update. Appears
the default is on, you will need to shut them off, then go into
accounting periods and reopen the period in question (even if it shows
open).
This might be due to accounting periods in the latest update. If you
look on the top left of the invoice...if it says "Closed" under
accounting period then you will need to reopen the period. Even if you
have turned off accounting periods, you will n...