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Tips & Tricks
Entering
Dates in CRM...
As most are already aware, it is faster and easier to populate a
date field by manually typing in the date instead clicking on the
calendar button. What most people don't know, is that you only need
to type in the month and day and CRM will auto-populate the year
once you tab to the next field. CRM will fill in the current year
if the month/day has not yet passed. It will fill in the next year
if the month/day has already passed for the current year.
Webfortis
Key Contacts
Marc
Wolenik
CEO
marc@webfortis.com
Scott
Mangelson*
VP of Sales & Business Development
scott@webfortis.com
Raj
Bhaiya*
Senior Architect
raj@webfortis.com
Patrick Austin
Integrations Division Manager
patrick@webfortis.com
Beth
Armendariz
CRM Online Division Manager
beth@webfortis.com
Kyle
Mattila
Technical Support Specialist
kyle@webfortis.com
Suzanne
Miller
Project Coordinator
suzanne@webfortis.com
Abigail
Smyth
Marketing Specialist
abigail@webfortis.com
Tom
Fransechine*
Technical Support
tom@webfortis.com
Taylor
Wilson*
Project Coordinator
taylor@webfortis.com
Company
Contact Information:
Office:
(916) 712-5451
Tollfree: (866) 279-5215
Fax: (916) 290-0401
Website: www.webfortis.com
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