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Deleting Custom Fields

Did you know there’s an easier way to delete custom fields? If you need to delete a custom field, you will notice that you may not have the option to…

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OpenAir Advanced User Interface

Generic Webinar

In this recorded webinar you will learn more about: Customizing forms to support workflow Do’s and Don’ts on terminology The value of filter sets in controlling data access Branding your…

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Grouping Expenses on an Invoice

Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed,…

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About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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