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Articles tagged "purpose" returned 22 results.

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Creating & Using Notes

...methods: 1) Notes are set to be un-editable for audit trail purposes. 2) Full editing is available by the Note creator. 3) Editing can be made on the day of...

Sales and Forecast Lists

There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...