Thank you for the extra time you took to cover the last topic, online, from the Accelerator course I attended in December. I cannot recommend more highly the course content, you as a trainer and as a result of those two Cashmanager as a business accounting programme. I was already singing its praises as an extremely intuitive and user friendly system but the course raised that praise several notches. My only suggestion for something I would like to see would be some time spent with an expert Cashmanager trainer to watch how I do things and suggest any streamlining of those processes if that is available. I also find your support line excellent and would give special mention to Eugene who has got me out of a hole many times. Thank you again (20.01.2012)
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- Can I assign a follow-up for a particular contact in CashManager?
Yes you can. You will have to first enable the 'Contact Management' feature in CashManager which can be activated from Setup>Options>Features and select 'Activate Contact Management feature', Also select 'Show due tasks' if you want to.
Once the Contact Manager feature is enabled click on the 'Contacts' button, select a particular contact and click the 'Notes' button. This will give you an... [Read More]
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