Once upon a time, end of year procedures involved copying your products and billing items. The Copy utility was great, it had a lot of cool features, and it would make your life a lot easier if it was correctly used. Think of it as the DeLorean of processes...
In Customer Support, I've learned once June rolls around, we start seeing more questions around one specific process - Generating Transactions Automatically . Here's a break down of the Generate Transactions Automatically screen: This screen is...
Scenario: You're in version 7.77, cleaning up phone type table entries in preparation for integrating with The Raiser's Edge. After meeting with the Development Office folks, you decide to keep Cell as the phone type to describe mobile numbers...
After playing numerous games of hide and seek with my nieces and nephews over the holidays, I realized you can play this game in your Education Edge database. If fields are hidden on records, you can find them without looking behind the sofa or in a cupboard...