Question: How do I use my Google Account with sfPMS? How do I turn off my profile picture? How do I connect my Google Account with a different sfPMS user?
KBA-01616: Contact Person at CompanyKBA-01616: Contact Person at Company
Question: Who is the Default Contact Person at a Company? What does the DKEYAT contact prefix do? Answer: sfPMS Contacts allow for companies (vendors and customer, etc) and associated people at those
KBA-01613: Overview of the QueryConfig Rule GroupKBA-01613: Overview of the QueryConfig Rule Group
Overview: The QueryConfig rules configure and extend the data available to bookmark templates in Microsoft Word. The QueryConfig rule group is found in the Rules Maintenance tool on the System
KBA-01611: Linking sfPMS Site to Acumatica CompanyKBA-01611: Linking sfPMS Site to Acumatica Company
Question: How does my sfPMS site know which company to integrate with in my Acumatica site? Answer: Use XTS Configuration in ICTool: Steps In Acumatica, select SYSTEM on the top
KBA-01610: How To Disable the Site Photo on Home Dashboard Project ListKBA-01610: How To Disable the Site Photo on Home Dashboard Project List
Question: Can I disable the Site Photo column on the Project List shown on the Home Dashboard? Answer: Yes. The System Administrator can disable the project photos on the Home Dashboard
KBA-01203: Restoring a Microsoft Dynamics SL database over anotherKBA-01203: Restoring a Microsoft Dynamics SL database over another
Purpose & Scope: How to create a Test Microsoft Dynamics SL company from my Live Microsoft Dynamics SL company. Procedure: Create a complete backup of both your System and your
KBA-01609: Project Cost Analysis Summary DataKBA-01609: Project Cost Analysis Summary Data
Question: What’s the fastest way to grab project cost analysis data for reporting? Answer: Project Cost Analysis data includes amounts from the budget, actual, committed and forecast costs and revenue.