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Tips and Tricks

Looking for a little something extra to give to your customers this holiday season? How about spending 5 minutes customizing their SmartFill Items object and saving them a ton of time?
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Give your customer more time by setting their Invoices to automatically email after posting a batch. Using the Mass Report (formally – Data Stream) Dynamics Report Manager (DRM) can be used to automatically email reports.
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Do you have a customer who would like to be notified when certain field(s) is changed? Auditor can be setup to notify the Auditor System Administrator or you can send a notification to another email address.
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