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  • Making an Explore view a shortcut

    I am wondering if there is a way to make a custom view from the business insights explorer a shortcut within the Explore Tab? am I able to put a custom view in here somehow as a shortcut?

  • Company Copy | Customized Fields not copying over

    We are attempting to copy over all of our customized to fields from a test company to a brand new company. Is there an easy way to copy over the customized fields and panels while creating the company?

  • UDF FIELD FOR UNIT OF MEASURE CONVERSION MAINTENANCE

    I have created a "description" field to hold the description of the unit of measure as the 4 letter unit is often pretty cryptic. I had no problem creating it, but when I go to add the field to the panel (Dmain), I cannot add my UDF. The add field is…

  • Scan old files and attach to Customer Maintenance file.

    I know how to link a file to a customer file. We have years of old files that need to be scanned and then linked. What have some of you used in the past to do this? Software? Hardware? and why did you pick one over another? It would be great if we could…

*Community Hub is the new name for Sage City