How Do I?

How do I take a Report Snapshot

1. Goto Settings -> My Data -> Report Snapshots 2. Select the Module as Forecast 3. Select any Forecast report and click on the camera icon 4. A snapshot is generated

How do I take a Report Snapshot2021-08-03T23:27:55-08:30

How do I hide some columns in the system view

1. In the System view, click on the Column Visibility icon in the grid view. A list with the column names is displayed. 2. Click on the column names you want to hide. Click anywhere on the page. The column is hidden. 3. Follow the same process to show the hidden columns.

How do I hide some columns in the system view2021-08-03T22:19:01-08:30

How do I merge an Account with another Account

1. Merge functionality is used to merge the details of an Account with another Account so that we do not duplicate the Accounts 2. In the system view of the Accounts module, click on the 'merge with' icon next to the old Account 3. The page will refresh asking to select the Account you want [...]

How do I merge an Account with another Account2021-08-09T23:02:58-08:30

How do I approve a Validation manually?

To manually approve a failed Validation, edit the record, go to the Validation section and click on 'Thumbs Up' icon. It manually approves a Validation

How do I approve a Validation manually?2021-08-09T23:07:05-08:30

How do I print the desired rows of data?

In the System view, click on the data to highlight the rows that you want to take a print. Then, click on Print desired rows in the grid view (second icon from left). A new window will open up with print options.

How do I print the desired rows of data?2021-08-03T22:07:50-08:30