Peter Link
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Activity overview
Latest activity by Peter Link-
Peter Link created a post,
Automated Deposit Due report
I am setting up a deposit due report to generate weekly on Tuesday mornings. When we tried it out, It also in included deposits due from YEARS ago. How would I filter this so the auto report only l...
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Peter Link created a post,
Inventory Report based on Purchase date
How would I generate a report based on an inventory model serial number purchase date, when there is not a PO associated with it. When we added the serialized model into Flex, we also added a date ...
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Peter Link created a post,
Increasing all pricing at one time...i.e. increase everything 2%
Anyone know if there is a way to do an across the board price increase, instead of doing it within each individual item?
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Peter Link created a post,
Adding a second page to a deposit invoice
I would like to add 2 extra pages to the end of the deposit invoice report that will automatically be within the report. One is a payment options pdf with links to pay and the other is a W9. How wo...
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Peter Link commented,
Would be great to have a box within the Docusign Settings that let you choose which view you would like to pull the pdf from. Thanks for replying to my message.
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Peter Link commented,
Actually, I tried placing Client View above Working View with each listing as "NO" and that DID NOT solve the issue.
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Peter Link commented,
I'm answering my own question here, because I just figure out how to do it. Click Main Menu in top left corner, choose "Projects" > "Element Definitions" > "Quotes" > "Views" > Make sure "Internal ...
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Peter Link created a post,
Docusign Sending Working View for Client to sign instead of Client View
When I look at "Preview in Docusign", the pdf that would be going to the client is the "working View". We want the "Client View" to be the one for the client to sign. How do we change that? We don'...
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Peter Link created a post,
Changing GL accounts for Service Offerings
In Flex 4 there was a "GL Account" tab next to the "Pricing" tab when in an opened service offering. That tab doesn't exist in Flex 5. How to I change those GL accounts now for those offerings? It ...
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Peter Link created a post,
Free Scan Out
The free scan out comes in handy sometimes for specific things. I do find that it has a flaw. There should be a window that pops up that will allow you to write a description of where it went. This...