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Following the creation of a prospect account and a lead, proposals and service contracts can be created. Prerequisites Review the following article before continuing further: Create Prospect Accounts and Leads (CRM Workflow) Proposals ...
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This article provides details and links about tools and features that can help you manage your sales pipeline. Prerequisites: Review the following articles to better understand the sales workflow leading up to sales pipeline management: Crea...
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The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each....
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The ' Unearned Revenue GL Account' field in the Update Line of Business screen has been updated to include the option to clear the assigned GL Account from the field. Pathway: Setup > Services > Line Of Business > Update Line Of Busine...
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Manifest Consolidation has been enhanced to support a second and third transfer. To support this, enhancements have been made to the Manifest Consolidation screen and are referenced in the Screen Functionality and Logic Updates section below. ...
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Headers Use Heading 2 for each section title. Color should be blue Breakout Section Headers Use Heading 4 for each child section of a main section. Color should be black - up for debate on this. Color Scheme In some cases...
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Previously, on the AR Payment Batch screen, after an invoice had been paid it continued to display with a zero balance. This has been fixed. Pathway: Accounting > AR Payment Batch
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Pathway: Operations > Dispatch - Services List This process works one day behind the current day to post charges for services completed. Select ‘Work Order Posting’ from the drop down field located under the ‘To’ and ‘From’ date fields...
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Pathway: Operations > Dispatch Work orders that have been reviewed will display under the ‘Ready To Post’ or ‘Posted’ columns in the Work Order Posting view of the Dispatch screen. Only 'Posted’ work orders will be included in the next...
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Created On: 01/18/2023
in Operations Home Dispatch Pathway: Operations > Dispatch Use the Dispatch Route Notification and Service Notification tools to send notifications about routes and services to contacts associated with specific locations on a single route or multiple routes simulta...