With everything on our plate these days, we could all use a little help. What would you say if I told you there is an option in FE to create a message that would pop up when anyone opens the specific record? Hopefully you're saying, "WOW that would be awesome! I know just how I can use that...

Here is a great time saver for those of you that need to manage families with multiple children. You can create billing groups to quickly add or update student, individual, and organization records. Manage Billing Groups, the official name of the feature, lets you add records for an entire family at...

Have you ever found yourself in a situation where you're looking for a transaction but it's missing from the Activity tab of the record? You know the charge exists because you're the one that added it or you've seen it before, but where did it go? Where's Waldo's transaction?...