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Hello - Reminder campaigns are a great way to help with AR collections. In fact, it integrates X3 CRM to help setup tasks, phone calls and other CRM activities. It also provides the ability to generate "Dunnings" style notifications. There are 5 levels…

I should know this, but how do i stop the popup reminding me to install the new upgrade?

is it possible to have a pop up (memo or note) happen when you go into invoice entry and either create an invoice from a sales order or when you create an invoice on demand driven off of the customer number? what we are trying to do is create an alert…

With so much going on at year end we sometimes forget the small checks that could make a big impact later. Here are a few checks to run after you have closed your GL and Payroll for 2013, to ensure you’re all set and ready for the new year. The following…

With so much going on at year end we sometimes forget the small checks that could make a big impact later. Here are a few checks to run after you have closed your GL and Payroll for 2013, to ensure you’re all set and ready for the new year. The following…