Browse By Tags

  • Hide Billing Rate for Time Ticket Entry?

    Hello. Is there a way to suppress/hide the Billing Rate of an Activity Item during Time Ticket entry? Employees enter their own Time Tickets using Jobs and Activity Items. We have a use case where we want the Billing Rates to be set to employee's hourly…
  • Sage CRM - Company Security Territory issue

    Has anyone ever experienced issues with territory security like we have? Here is the issue: 1) We set the comp_secterr on the company summary screen when we create a new company. 2) Our sales staff, who can see other companies in that territory, cannot…