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Hello everyone, thank you for taking the time to visit to our new Consulting Services Blog. I am Andrea White, the Manager on Porte Brown's consulting services team.

 

The team and I would like to welcome you and look forward to sharing helpful information on the topics of managerial consulting, strategic consulting, and technology solutions, such as ERP Solutions, CRM, and custom software solutions.

 

Welcome to Our Consulting Services Blog!

 

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Consulting Services Blog

Tips & Tricks: Merge Here - Personalize Document Delivery with New Options

Andrea White - Wednesday, December 27, 2017
Document Delivery now includes merge fields in the Subject of the message, as well as additional formatting options for numeric/date type merge fields. These include: SO (Invoice and Acknowledgement ), AR (Invoice), and PO (Order and Request). Other reports will be added as they are completed. Check out the new options in the Document Settings function of System Manager.

Read the newly re-designed TRAVERSE Build History for more information.
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