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Discuss Account Management
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3
replies970
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Email attachment
Hello, We are evaluating Centric for our own future use... Would somebody have an answer to the following questions? We sell...
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4
replies1,014
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Account Type Select Page
I received this error this morning. Daryl The actual error is:java.sql.SQLException: Incorrect syntax near the keyword 'null'. at...
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reply964
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Invoice generation
Hi, Is it possible to convert a quote to an invoice for a particular opportunity within an account? I need some basic Point of...
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replies928
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Creating Action Plan list
When Adding Action Plans for account, after clicking Save I am getting an error: The actual error is:...
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reply914
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Access type for Accounts?
Hi all, i'd like to know why there is no access type (public, personal, controlled hierarchy) for Accounts as happens for...
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4
replies993
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Access to the document files from account portal
Actually I have a few problems related with portal user. 1. How I can provide some access to some files for portal user? 2. It...
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replies919
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Creating relationship between an account and a contact
Is it possible to create a relationship between an account and an individual contact within a particualr account? For example, I...
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reply959
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Cant add version to document on Account Folder
I am trying to upload an additional version of a document in an accounto folder and get the following error. Any ideas? Running...
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3
replies957
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Custom Folders and Fields
I have setup some custom fields for accounts, using the admin area to do so. However, when I add a folder to can account and set...
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5
replies935
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Quotes: customized presentation
Hello, I am investigating the Quotes module in the 3.0 version. Is it possible to customize the information that appears on the...