Celia Wirth
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Activity overview
Latest activity by Celia Wirth-
Celia Wirth created a post,
waitlist
We have lots of classes, and as a result many people on wait-lists. What is the proper thing to do with the wait-list on expired classes? Can it be archived somewhere? Or is the expected option s...
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Celia Wirth created a post,
Comments on a post
AnsweredI have tried to add a comment to a couple of posts, but there does not seem to be a way to submit the comment.
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Celia Wirth created a post,
How to use Sessions
We have classes that meet more than one day, for instance photography for kids meets two satudays in a row. It is a single class, for one price, but meets twice on non-consecutive dates. I would ...
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Celia Wirth created a post,
attachments in External email
When sending an External Email to an Account, is it possible to add an attachment? I tried dragging and dropping, but it does not work. thank you.
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Celia Wirth created a post,
Sent Mail quantity indicator
In an Account, Sent Mail has a count indicator for Neon CRM Emails. I would love to see a count regardless of whether it is Neon CRM Emails, or External Emails. Right now I must go fishing to see...
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Celia Wirth created a post,
How to delete a Saved Report
CompletedI have created several Saved Reports that, in my learning curve, turned out to not be valuable. I cannot find where and how to delete saved reports.
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Celia Wirth created a post,
How to clone a one-click report
AnsweredI have opened the Transaction and Payment> Total Year Transactions and I is the basic format of a report I want to make. How can I clone it to make a custom report? I cannot seem to find the corr...