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Well, I don't know where February went, exactly, but let's pick up where we left off, from a slightly different angle. I've created a new email template *today* called "Welcome Providers" that we want to send out to new dealers when they join our "network." (So this is a garden-variety email template, not a ...
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Yes, it seems to be working. I didn't realize that the list was unsorted (or sorted by some criteria I can't identify), so when I got to the end of the list and was looking at Nov09 transactions, I made a (faulty) assumption, apparently.
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Valbon - You're up and running. I look forward to finding out about the resolution to the problem.
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Okay. I have to get in touch with Ryan anyway.
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Thanks, Amanda. How long does the "temporary" setting last?
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I appreciate the opportunity to read all the conversations, but for expediency's sake I'd really love to be able to set a default in my profile or viewing settings somewhere so that my "home" view filters in only my topics or postings... or at the very least, some way of identifying that a particular topic is mine?(I'm not in ...
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We have our Transaction History setting at 365 days (and have had mulitple full syncs since that value was set). However, our view of Invoices only goes back to Nov 30th. Under "Show options per transaction type" all transactions are set to Default. Is that Default value set by my 365 days value, or do I have to set a longer history for ...
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Are there any built-in reports for Call Center or Sales Center records (other than the Sales Center List Builder, of course)? We're thinking along the lines of basic productivity questions like "How many calls did the call center handle last month, and how many were left open longer than 1 week?"
If not, then we have to build our ...
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So noted.
With a system like yours, I'm sure there's an unlimited number of possible functions that one user or another would wish was pre-installed, rather than available-by-customizing. The 'fault line' probably runs between those of us who want to make the system do what we need it to do ("hey, I get to customize ...
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