Administration

Audit

Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category

Audit2021-02-19T10:02:42+00:00

Revenue Recognition

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

Revenue Recognition2021-02-18T22:07:35+00:00

Template Designer

Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required

Template Designer2021-02-18T22:09:27+00:00