AndrewLynch (@CAShTalk) profile picture
Joined January 2010
Request from user to make it so that only owners can change account/salesperson assignments. Great idea! Will log it.
Submitted a bug to deal with complaints that CAS times out too quickly...
Great mtg w/ Dean last night. CASh 1.8 plan taking shape - much, much more UAT set for nxt round.
My Referral display is working correctly, but that when in the Add Referral form, it's not saving the Referral Source. Getting workd on!
Dean and APL meeting today to talk process improvement and functionality improvement. Updates here to follow!
Word from IT is that time zone prob will be fixed by week's end. Then ALL users (not just owners) will be turned on for Outlook/CASH sync.