Once reminders have been established and assigned to specific users, the assigned user can view this reminder in their Business Alerts window. If an action needs to be taken, the assigned user can do so by the recorded followup date…
Articles
Add materials to a Service Billing Activity
The Service Billing feature is a plug-in extension to the Business Activity Management module and it allows users to track and bill for time and materials on service calls that are tracked in Acctivate. Begin by opening the service activity:…
Posted in Business Activity
Complete a Return Merchandise Authorization (RMA)
In business operations, product returns are inevitable and Acctivate has the tools to make the Return Merchandise Authorization (RMA) process seamless with the combined power of the Business Activity Management and Service Billing add-on modules. When used together these features…
Posted in Business Activity, Sales
Add time to a Service Billing Activity
The Service Billing feature is a plug-in extension to the Business Activity add-on module and it allows users to track and bill for time and materials on service calls that are tracked in Acctivate. Begin by opening the service activity:…
Posted in Add-On Modules, Business Activity
