Replies posted by Sandy Hill

3 Replies

Bree Ponce De Leon
Beginner
Bree Ponce De LeonBeginner
asked in Ask a Peer

Changing client basics

Has there been any improvement with this?  It’s very common for clients to marry and we need to convert to an organisation to be able to add the spouse.Very time consuming to set up a new contact.

3
S
Beginner
6 months ago
S
Beginner
Sandy HillBeginner
asked in Ask a Peer

Sorting Work Items

@LD7E Thanks for your reply,  sounds like I have lots to learn.  

5
S
Beginner
9 months ago
S
Beginner
Sandy HillBeginner
asked in Ask a Peer

Sorting Work Items

@SamG Is that in the Kanban View? 

5
S
Beginner
9 months ago

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