Champ Software Sales Force Portal for Aha

Event Billing Cloning

Activities - I am going to separate our flu forms into activities with the same criteria - Lot #, Dose, Insurance Company, Date, add an activity for each group and clone it for each client that falls within that activity.  This is going to cut down data entering at least by 50%.  

  • Patricia Soder
  • Aug 23 2017
  • Future consideration