This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Salespeople in CustomerHQ are hooked
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Today, a colleague of mine tried to import the team data exported from Development environment into the UAT environment using CRM out of the box Import Data Wizard. The import
This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions. With SalesHQ configured, it
In a recent implementation of Dynamics GP for a big distributor company, we’ve had a business requirement to track salesperson sales. The simplest automation for that was to create one
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