Merge EBSuite data into a PDF form Continue reading...
|
|||||
|
Track the last interaction with your Contacts Continue reading... Quite a tongue twister, but when you are tracking information about your Contacts or Organizations it is common to be able to track the details of multiple issues or items of the same type. As a simple example if you were an Art dealer and your Customer (a Contact in EBSuite) bought objects of… Continue reading... Did you miss this feature in the Project Module: The Admin may add Custom Fields for data that is appropriate to track within both Projects and Project Steps. If you use Opportunity Management and it evolves to Project Management you can link the original Opportunity with the follow-on Project. Within the Admin >… Continue reading... Adding custom data fields to EBSuite is a straight forward process that is available in virtually all of the functional areas of the application. The most common type of custom field is the simple “character string” field that can be setup to be a dropdown field where the user picks one entry from… Continue reading... If you didn’t have the need to catalog and categorize your data you wouldn’t need an EBSuite database. You already know how to create a field and assign a value that gives you a sure way to search and find the record of interest. But suppose you want to categorize you records into a Major… Continue reading... Case escalation in the EBSuite Support module allows the support organization to setup rules that govern when and how a case is escalated. Reporting on the escalation history is just a matter of tracking the escalation activity and time. Continue reading... Build the Section Group Display to group like field items within the Detail Page. The Group Display can be opened or closed and highlighted with color. Continue reading... The ability to Edit the content fields of any data display page is one of the most powerful aspects of EBSuite. In this example, we will show you how to edit the Create New page of an Opportunity (the example refers to a Property Tab which is another example of customization where the Opportunity=Property)… Continue reading... The “Snapshot” pop-up is ubiquitous in EBSuite. Wherever you see an Entity highlighted, there is probably a “Snapshot” view available with more information. The Administrator will want to control the “Snapshot” display time and content: |
|||||
|
Copyright © 2013 The Suite Advantage - All Rights Reserved |
|||||
