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MCallies
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Member since ‎Mar 29, 2022
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Matt Callies

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MCallies on June 30, 2023
Fiscal Year Update to Current Year
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
Reply Discussion Enterprise
0 upvote
3 Replies
MCallies
Participant
July 03, 2023
Like below, 2020 is supposed to be 2019 and so forth.
MCallies on June 30, 2023
Fiscal Year Update to Current Year
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
Reply Discussion Enterprise
0 upvote
3 Replies
MCallies
Participant
July 03, 2023
Like below, 2020 is supposed to be 2019 and so forth.
MCallies on June 30, 2023
Fiscal Year Update to Current Year
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
Reply Discussion Enterprise
0 upvote
3 Replies
MCallies
Participant
July 03, 2023
Like below, 2020 is supposed to be 2019 and so forth.
Solved
MCallies on May 17, 2023
Replacing Dates Portions of a Name
Okay, I'm looking to replace just a portion of a name and then populate it with something else. Essentially, at the end of our deal names, we have the create month and year of the deal, when a new renewal deal is created, I want to keep the name of read more
Reply Discussion Format Data Actions
1 upvote
4 Replies
MCallies
Participant
May 24, 2023
I got ya! Thanks.
MCallies on August 11, 2022
Capturing Current Contacts Using Business Card Scanner
Looking for a way to capture current contacts in our database with the business card scanner. We want to know who attended certain shows and sometimes our leads are already in our database. But the business card scanner only works with new to your d read more
Reply Discussion
4 upvotes
8 Replies
MCallies
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
Solved
MCallies on May 17, 2023
Replacing Dates Portions of a Name
Okay, I'm looking to replace just a portion of a name and then populate it with something else. Essentially, at the end of our deal names, we have the create month and year of the deal, when a new renewal deal is created, I want to keep the name of read more
Reply Discussion Format Data Actions
1 upvote
4 Replies
MCallies
Participant
May 24, 2023
I got ya! Thanks.
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