AaronB
New Contributor
since ‎07-12-2023
‎12-17-2024

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I'm looking for a report or suggestions on building a report to show true budget versus actuals for our proposed/quoted work. Does anyone have a report they can share or directions to help? I played around with the different WIP options but did not f...
Is there a way to assign account managers to customers/locations? This would be a helpful add to the CRM and would allow for reporting based on account management responsibilities....