• Tip: Auto-categorizing JournalEntries

    By Dave Leigh 2 decades ago

    If you're like me you get in a hurry and forget to categorize your JournalEntries. This makes reporting difficult. Well, by categorizing your customers, then adding "Categories" to your field maps you can do this automatically.



    Here are some step-by-step instructions:

    http://www.cratchit.org/blog/2006/11/vic-crm-tip-automatically-categorize_03.html