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It's still not consistent in that the $ is not displayed for some decimal fields even though I selected for it to be displayed in step 4. Some decimal fields are properly displayed. Some are not, they have the same settings. I can't figure out why.

Hi Sixtel, To understand the entire scope, it’s best to go over each sub-article for activities and cases. There’s some tutorial videos attached that do a good job of explaining what can be accomplished with each. Essentially an activity is used to log any interaction between a user and a lead, customer, vendor, another user etc. ...

Hello, I would like to add a chart to the opportunities dashboard that displays the sum of the ExpectedRevenue field for opportunities closed in the previous 30 days by user. I made a copy of the graph used to display the pipeline by user to modify. I added a field to the Opportunities table called "ClosedDate" that stores the ...

Thanks, I looked those over. I think my confusion is that if you read those two pages, they are basically saying the same things. ie: What is a case? It's helpful to think of a case as an interaction between your company and another entity. Basically speaking, creating a case means creating a record of interaction between a ...

Hello, When I go to edit an existing customer and I hit the save button I get an error message.  The message that I am getting says Error during the save section action, Additional Information, Action Sequence Order:3. Anyone have any idea how to fix this? Thanks!!

Hi Sixtel, I recommend looking through our documentation on both Activities and Cases included in our Help Center. If you’d like to book one on one training for this, please speak with your account manager. Let me know if you’d like me to have them reach out. I’m happy to do so. --Audisho

Hello Everyone, I have a number of highly customized screens which have worked exceptionally well for us.  The biggest problem we have is with the limitations of the report writer.  Let me provide an example.  We have a Class Curriculum system that has three tables.   A list of activities, a list of materials used in ...

So, I am playing around with these two screens (as I am trying to make room for more tabs) and I am struck at how similar they are. Activities seems sort of like a more robust version of Cases to me right now. Could someone help me understand the difference in these screens and tables? I looked at the Method help files on them both and they ...

Hi Kupsol, Do you use the same currency symbol throughout? If so, why not remove the symbol from the field and use the account level value? If you can’t use the account level value for some reason, as a work-around, you can remove the currency symbol from the field and simply add a label to the left of it. Just enter the currency symbol ...

Thanks for your help. I deleted the currency symbol from the account level default currency symbol, but am still having problems. If a field is decimal, and I add the $ in step 4, it shows properly. If the field is currency and I add the $ in step 4, sometimes 2 dollar signs are shown, until the field gets calculated, then it shows one.