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MCallies
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Miembro desde ‎mar 29, 2022
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Matt Callies

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MCallies en Junio 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 Leer más
0 Me gusta
3 Respuestas
Participante
Julio 03, 2023
Like below, 2020 is supposed to be 2019 and so forth.
MCallies en Junio 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 Leer más
0 Me gusta
3 Respuestas
Participante
Julio 03, 2023
Like below, 2020 is supposed to be 2019 and so forth.
MCallies en Junio 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 Leer más
0 Me gusta
3 Respuestas
Participante
Julio 03, 2023
Like below, 2020 is supposed to be 2019 and so forth.
Resuelta
MCallies en May 17, 2023
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 Leer más
Participante
May 24, 2023
I got ya! Thanks.
MCallies en Agosto 11, 2022
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 Leer más
4 Me gusta
8 Respuestas
Participante
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...Leer más
Resuelta
MCallies en May 17, 2023
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 Leer más
Participante
May 24, 2023
I got ya! Thanks.
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