Becca Pound
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Latest activity by Becca Pound-
Becca Pound created a post,
Activity Audit Log
Create a report where you can see which user has updated data in the various records. This would be a very beneficial training tool to use to help improve the team's ability to maneuver in MS and ...
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Becca Pound commented,
This would be most helpful, our customers try to send photos to us all the time.
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Becca Pound commented,
Eric, you can do this using the 'activity process' in MarketSharp. We have one set of activity processes for sales appointments and one set for appointments issued in the production module. The s...
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Becca Pound commented,
There is a process in Microsoft called Power Automate that can help with this in the mean time. Go to youtube and check out the instructions.