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MCallies
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Member since ‎Mar 29, 2022
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Matt Callies

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Participant
July 03, 2023
Like below, 2020 is supposed to be 2019 and so forth.
Participant
July 03, 2023
Yeah, unfortunately that's not the problem. The problem is on the reporting. The year defaults to the next year. So everything I have on my reports i...read more
Solved
MCallies on June 30, 2023
Okay, so all I'm trying to do is update the Fiscal Year. When I do the usual check the FY box so the dates run from February to January as is our cycle, it runs fine, but the dates go to the next year. For example, the label for 2023 shows up as 202 read more
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Participant
May 24, 2023
I got ya! Thanks.
Participant
May 23, 2023
Essentially just created a new property in a grouping called Events and called the property "Events Attended". Made the property multiselect so you c...read more
Participant
May 17, 2023
Unfortunately not a one time thing, basically looking to set a workflow, so 90 days prior to deal expiring, a renewal deal is automatically created a...read more
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