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Tracking History Notes of Actions by Your Reps
February 9, 2026
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Categories
Account Manager
Contact Manager
Document Builder
Employee Manager
Event Manager
Miscellaneous
Payment Processing
Prospect Manager
Quick Order Manager
Reports & Queries
Scheduler
Setup
Touch Management
Archive
Event Manager
Using The Room Selection Wizard
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December 28, 2020
Setup
Copying Print Headers, Footers, and Text Blocks
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December 21, 2020
Event Manager
Formatting Text In A Pop-Up Window
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December 14, 2020
Miscellaneous
Easily Updating Custom Grid Views and Filters
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December 7, 2020
Miscellaneous
Requiring Cancellation Type and Tracking Cancellations
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November 30, 2020
Account Manager
Combining Duplicate Accounts
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November 23, 2020
Account Manager
Assigning a Default Site Location to a Customer
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November 16, 2020
Event Manager
Managing Multiple Tasks Simultaneously
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November 9, 2020
Event Manager
Using The Navigation Tool Bar
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November 2, 2020
Reports & Queries
Generating Door Cards and a Daily Reader Board
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October 26, 2020
Event Manager
Assigning Miscellaneous Revenue to Item Types
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October 19, 2020
Event Manager
Adding Ingredients To General Event Prints
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October 12, 2020
