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Tip #137: Find another use for fiscal settings

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You may have wondered what to do with all fiscal periods when they are not used by the business. Turns out, they could come really handy for crafting some advanced views. Just yesterday I needed to find in our CRM all past time entries excluding current month, that have not been invoiced yet (of course, […]

Posted on May 20, 2014 by George Doubinski (Twitter) in Customization
Tagged advanced find, custom views, fiscal periods | 3 Comments
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