Browse By Tags

  • Be Consistent in Terms, Problem Term "STATUS"

    Status is used in at least two very different ways. A Customer Invoice, Vendor Bill both have a "STATUS" related to payment status, Unpaid, Partially Paid and Fully Paid. However, there is also the Accounting "STATUS". This is a very different piece…
  • Escalation rule Opportunity Close Date Approaching reminding a second time

    Hello together, we have a escalation rule, which remindes us, when the date of an oppertunity is approaching. It is shown in the upper field by the bell then. There we have the opinion to Close it or to remind us again. When somebody closes it by…