Cascade Worked Date
Posted by Linda on 30 April 2009 10:23 AM
To cascade Worked Date to all members of a Group, switch ON "Cascade worked" in the Account Matching Setup.

*** TIP: To access this, select System from the top menu bar and then select Preferences. This will display the System Setup menu. Select Plans and References Tables. Then select Account Matching Setup.

This works for any new groups that you create or new members added to an existing group.

To switch this ON for existing group members, you can create a simple report to loop through the groups and set the switch in the Group Member Setup for each member.

Report starts on "Anywhere" and loops through all group members for each existing group.

@de no total where ( @de.gr = 1 .. 999999999 )
@gm
@EDITgms.wo = 1
@gm
@de
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