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I want to see how much my customer has spent with our company for the entire year. Is there a way to do this?
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Hello pookiefeb,
You can achieve this by using the Tag feature . This will help you to label or categorized the records. Tags are more powerful than a traditional category dropdown field because you can assign multiple tags to the same record.
You can also achieve this by adding a dropdown field to the screen. In the ...
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Hello Mahlon,
Thanks for your feedback, I will pass this feedback to our product team for future development.
-Inder
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Hello Mahlon,
Thanks for your feedback, I will pass this feedback to our product team for future development.
-Inder
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Hello Mahlon,
Thanks for your feedback, I will pass this feedback to our product team for future development.
-Inder
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Hello Mahlon,
Thanks for your feedback, I will pass this feedback to our product team for future development.
-Inder
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Hello Mahlon,
So far if you are creating something New All together like a New Item or New Invoice we are calling those "New / Edit"(New / Edit Invoice.
If you are adding an items to something like a line item to an invoice it is "Add / Edit"(Add / Edit Item).
The reason why estimate has New / Edit Estimate and ...
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Hello bergyver,
Here's my answer. If you are unable to log in to one of your added user. You can try the Forgot Password option for that user and enter the email address for that user, it will send you a link on users email address to create new password.
Secondly , there is a difference between the Method Id email address and ...
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I am wanting to label my leads so I know what products and/or services they are qualified for. How can I do this?
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It would really be nice if we could reorder an expression or insert another one in between.
Currently you need to completely re-create the expression if you want to make a change at the top
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