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Enforce Rules Based on Lead Status
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All Solutions
Hospitality Services
Enforce Rules Based on Lead Status
User needs to capture data based on lead status.
Auto Set End Date
User wants to automatically set the end date on a sales order.
Set Revenue Recognition Start Date
Needs to automatically set the revenue recognition start date to the transaction date.
Automatically set Partner Field on Customer
Need to automatically set the partner field on customer record if a partner with the same name as customer exists.
Validate payment date and Credit Card Number
Needs to validate that the payment date entered on an external form is on or after the current date and the credit card number is valid.
Make a Field Mandatory on an External Form
Need to make a "Contact Reason" field mandatory on an external "Contact Us" form.
Labor Cost based on hourly rate, time and quantity
Needs to Calculate the value of “Retainage” on an invoice.
Calculate price for Labor on transaction line
Need to Calculate Retainage Fee based on Retainage % and Sales Order subTotal
Total Profit on Estimate
To view the total profit at body level from the estimate, when each line item is added
Gross Profit at Line Level
Display profit contribution by each line item in the total profit from a sales order.
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