My Stuff
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Dunning Recipients - Send to Sales Rep
Dear Gurus, I would the sales rep listed on the customer record to be cc'd on the dunning emails. Maybe I am missing it but I cannot find a setting for this. I thought to select the sales rep on…1 -
Re: Dunning Recipients - Send to Sales Rep
Ability to select Sales Reps as Dunning Recipients Suiteidea Number: 424462 seems even closer. i encourage others to vote for this too! thanks!1 -
saved search join
Hello Gurus, I have created a transaction saved search with criteria : type=Purchase order. I am trying to burrow back to identify if our customer invoice has been paid before we pay our vendor bill …1 -
contracts module
Hello Gurus, hoping this is a simple feature that i am overlooking from the Contracts Module i have a summary saved search which I use to source and display the support and maintenance total amount w…3 -
deposits and related payments
Hello Gurus, Hoping you can assist with advice on an issue that has created confusion on numerous occasions! A customer sends payment but does not provide any remit information with the payment. User…1