With so many communication options, sometimes it’s hard to know which to use to get the fastest support. We want to give you the help you need, as quickly as possible. Here’s a general guideline on how best to reach us: DO: Use our business phone number (925) 603-3229 option 2 when something is keeping you from working, or you think there is something wrong right now DON’T: Call people’s direct extensions, or cell phones for support questions. If you contact us through individual phone numbers or email addresses, the response will be delayed, as your request won’t be in the main queue. Our phone system automatically forwards calls to our cell phones all the time. If we see calls come in fro
In this year of the unexpected, don’t let your business financials be part of the surprise. Now is a great time to take stock of your records and processes, while there’s still time to make a course correction if needed. Where is your bookkeeping being done? Where is your paperwork? Are they in the same place as they were at the beginning of the year? This year in particular, everything your accounting office is doing may look completely different than it did in February. Autumn is a great time to make sure your financials are up to date, so you can reach out to your tax professional and ask any questions that may have arisen during the year so far. Based on the first 3 quarters, would it be
Dynamic Forms and Actions are by far my favorite feature of the Winter ’21 Release. I hope you will find many uses for them once you understand how they work. This article will give you some examples. 1. Dynamic Forms: Dynamic forms gives you the ability to have only one page layout and still see what you need to see when you want to see it. Currently, this is only available for Custom Objects, but some Standard Object are in Beta this release. For Dynamic Forms I will be using the following scenario. I have built a custom object called CRM Projects. Using dynamic forms, when certain fields change you can add other field sections to your page layout. Here is the CRM Project page in the Light
