User

Derek Torres

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Total activity 128
Last activity
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Activity overview

Latest activity by Derek Torres

  • Derek Torres created an article,

    Appcues and Bug Fixes (July 10th, 2024)

    Did you know you can subscribe to always get the latest release notes emailed to you right when they are published? Here's how: Subscribing to Sections in the Help Center.   Today's release sees th...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Appcues, Improvements, and Bug Fixes (June 26th, 2024)

      Did you know you can subscribe to always get the latest release notes emailed to you right when they are published? Here's how: Subscribing to Sections in the Help Center.   Today's release sees ...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Using the Auto Number Feature for Proposals and Agreements

    The Auto Proposal Number setting allows for setting a new starting ID for Maintenance or Project proposals.  This allows you to select the default prefix as well as the starting ID number shown on ...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    New Permission to Limit Salesperson Access and User Manager Field (April 22nd, 2024)

    Did you know you can subscribe to always get the latest release notes emailed to you right when they are published? Here's how: Subscribing to Sections in the Help Center.   Today's release will al...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Manually Setting Up Maintenance Proposals in ServiceTrade

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 2 followers
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Asset Type Manager - Import Alternate Type List

      In SalesManager, you can set an Asset Type for Alternate Export Listing using the Asset Type Manager for each asset type. This is useful if you need to create custom asset export templates for ma...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Using and Customizing Opportunity Labels

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Supported Devices / System Requirements

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Project Management - General Setup Menu

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Assigning Multiple Organizations to Users (Mar 12th, 2024)

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes