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  • CRM- Notifications

    How do you print your notifications/alerts in the CRM system on a word document?
  • Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
  • Run a report/search of all companies/clients who have not been communicated with from a specific date

    I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • excel reports export problem after turning ON SSO

    Hi guys! My client wants that i created the reports for his needs, but after creating it he says that his excel reports isnt working. After restoring backup they dont work too. After some days, we decide to TURN OFF SSO and we saw that excel reports export…
  • Group Reports

    Is there a way to run communication/activity reports for particular Groups?