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  • 1.  Hi - client is on 2014 Advanced. Was on a April t

    Posted 12-01-2016 11:33
    Hi - client is on 2014 Advanced. Was on a April to March fiscal year. recently changed to a calendar year, using G/L fiscal year maintenance. All is good in the G/L, however the customer inquiry history tab data is not correct. Is there a utility or some other method to get this data to match the new G/L periods ? Thanks in advance... Jeff


  • 2.  RE: Hi - client is on 2014 Advanced. Was on a April t

    Posted 12-01-2016 12:52
    @RandyMarion has a utility if I'm not mistaken.


  • 3.  RE: Hi - client is on 2014 Advanced. Was on a April t

    Posted 12-01-2016 12:57
    Yes, @RandyMarion wrote the utility for v4.1 and beyond. Works wonderfully. it was our first ""crowd sourced"" utility. Send a PM to reach out or search the threads. Below is link to the last time it was mentioned. https://90minds-com.socialcast.com/messages/31865307?ref=stream


  • 4.  RE: Hi - client is on 2014 Advanced. Was on a April t

    Posted 12-01-2016 13:20
    Thanks - @RandyMarion - can you send me info (pdf, etc.) on this - jfiddelman@exeplex.com thanks !!