Deleting Custom Fields

Did you know there’s an easier way to delete custom fields? If you need to delete a custom field, you will notice that you may not have the option to delete it initially. In the tips section at the bottom of the custom field, you’ll see a note stating why you can’t delete it. It…

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OpenAir Advanced User Interface

In this recorded webinar you will learn more about: Customizing forms to support workflow Do’s and Don’ts on terminology The value of filter sets in controlling data access Branding your OpenAir instance to align with your logo ….and more!

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Form Defaults for Process Support

How form defaults helped me better introduce and manage processes One of the common challenges we see with bad project data is when fields are overlooked in the project creation process. Using form default values can make it easier to set up projects and avoid errors in the process. To create form default values, you…

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Grouping Expenses on an Invoice

Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed, and may even go down to the individual meal per day (breakfast, lunch, dinner) depending on their internal travel policies.   Tracking internal expenses to this…

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Take Control of Standard Field Names

Did you know you can customize invoice terminology per invoice layout?   As with many systems, the convenience of templates for documents like Invoices comes with the tradeoff of accepting the field names and column titles setup in the template.  OpenAir takes it one step further, however, by allowing you to override the field names…

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Tracking Budget Allotments by Sales or Team Members

Ever wonder if OpenAir can track deal booking credit for commission reporting or spread budget funds across the team for burn rate reporting with money? Over the past two weeks we’ve introduced the Budget Entry field for tracking components of a budget and how you can tie these components to categories and services for a…

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Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

Thu 15

Best Practices for Using Tags in OpenAir

November 15 @ 1:00 pm - 1:45 pm
Thu 29

OpenAir Advanced Reporting Tips and Tricks

November 29 @ 1:00 pm - 1:45 pm
Dec 13

OpenAir Scripting Tips and Techniques

December 13 @ 1:00 pm - 1:45 pm

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.  We are celebrating our 10th year of success and look forward to growing and learning with you.