Go to the Contact workspace. Everything we do with Address and Salutation Checking will happen here. Who To Run It On Select the Filters needed for the group of people you want to run Address and Salutation Checking on. The first Filter you will ...
Add the G5 Address and Salutation Checking Document: Download the G5 Address and Salutation Checking Document from the Letters Library. Go to the Document Manager in G5. Click the + button to add a new file. Choose from the Document menu to add a ...
To Add a New Address to a Household Go to the Contacts workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details tab. Find the ...
How to Change a Household’s Preferred Address Go to the Contact workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details tab. ...
This rule will make it so that when you set a Product Opportunity’s Outcome to Won, it will update the stage to Closed – Won, automatically. It will also do the reverse when you set the stage to Closed – Won. Note #1: This rule applies to Product ...