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Reflections on SuiteWorld17

SuiteWorld was once again a great event this year. It’s always a thrill to put faces to names as we get to see our customers, partners, and colleagues at this annual event! It was a packed week of learning, networking, and sharing information. Here are some of the highlights and observations from the conference. More…
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Powerful Admin Trick

Powerful Admin Trick to Create Dashboards For Your Users In FinancialForce PSA

When you are building reports or creating views on the Salesforce platform, you will see the word “my” in a lot of places. For example, if you make a view on the Assignments tab, you can create “My Assignments,” “My Opportunities,” etc. In Salesforce, “my” means “I own the record.” Record owners are usually either…
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Keeping Your Data Clean in NetSuite OpenAir

Keeping Your Data Clean In NetSuite OpenAir

Part 1:Two setup reports every organization should use When people deploy and adopt NetSuite OpenAir, the focus is often on how to quickly data entry can occur and how to make sure you’re capturing the right data in the system. Capturing the data is the first part of the equation for successful system deployment. The…
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The Latest News

TOP Step Consulting Named One of The 10 Most Valuable Consulting Companies

Recognized as a leader in delivering business efficiency consulting for professional services organizations May 23, 2017, Chantilly, Virginia – Insights Success has named professional services solutions provider TOP Step Consulting as one of the 10 Most Valuable Consulting Companies in 2017. Insights Success identifies companies that have gained recognition for delivering high value consulting by…
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Extension Marketplace Logo

TOP Step Consulting Announces Availability Of Their PSA Extension Marketplace

Today, TOP Step Consulting announced the availability of their PSA Extension Marketplace. The marketplace gives PSA system owners an easy way to add new functionality to their existing PSA system aimed at increasing productivity and process compliance. The first extensions released this week as a part of their official launch are focused on the NetSuite…
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SuiteWorld 2017

TOP Step Consulting Announces SuiteWorld17 Gold Sponsorship

The award winning professional services consulting firm will showcase the power of NetSuite OpenAir scripting to expand functionality and improve business efficiency TOP Step Consulting Inc., an award-winning professional services consulting firm specializing in professional service automation (PSA) has announced that it will be a Gold sponsor at the SuiteWorld17 technology conference. The event is…
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