Importing & Exporting

Importing Contract Term Data
With the release of the new Contract Term field, you can now specify if a Contract's Term is a Type of None/Fixed/Recurring/Rolling and also additiona...
Mon, 10 Feb, 2020 at 4:49 PM
Importing & Security Groups
Importing Pass Down Security Groups By default every record held within a sub tab of a record inherits its Security Group from the top level setting....
Wed, 7 Oct, 2020 at 7:58 PM