Search found 2 matches

by Tucansam
Thu Apr 03, 2014 7:31 pm
Forum: Custom Reporting & SQL Queries
Topic: Project Detail Reporting
Replies: 2
Views: 872

Project Detail Reporting

Guess am missing something - we just went to Vision. The more I learn and use, the more I scratch my head. Still at version number 7 the PROJECT DETAILS report does not allow project details to be displayed? CONTRACT NUMBER I am told since was done in a grid cannot be pulled for project details repo...
by Tucansam
Thu Apr 03, 2014 7:26 pm
Forum: CRM & Proposals
Topic: Licensing
Replies: 1
Views: 622

Licensing

Our firm is looking to utilize the CRM module. But am I missing something? They are saying we need to pay for license for all Vision users for CRM? I would think we are like many if not all firms and of the 140 employees only maybe 30 will actually use CRM - partners, managers, administrative staff ...

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