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Production
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Warehouse
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Purchasing
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B2B Portal
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Rentals
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Repairs
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Search results...

Managing Events and Tasks from a Details Page

Last Updated: 09/14/2023 in Admin Activities
Tags: Events Tasks Details Activity

The ability to manage Activities related to a specific customer directly from the customer's Details Page.
Importing - Event

Last Updated: 03/29/2026 in Importing
Tags: Events Importing Importing Events

Importing - Event Purpose: This import type is designed to allow a user to import Events in bulk. Required Fields: New Records: Due Date, End Date, Type, Assigned to, Subject, Status Existing Reco...

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