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...
The AR Reconciliation report might work for you in this case. Edit your
columns to include Number of Days Outstanding, then filter for anything
greater than 0 to see your current outstanding AR. Then you can sort and
filter as you go. Group by custom...
There is no way of making it required, but there are a few ways to help
minimize this issue. We have a custom dashboard where we show a module
for unassigned techs.The other option would be to create a custom field
that asks "Did you assign a technic...