How Do I Record Professional Services?
This KB only applies to authorized Sales Cookie operators.
To record delivered professional services, follow these steps:
- Go to Debug > Impersonate
- Login to the customer's account
- Go to Debug > Log Service
- Complete the form
- Service Type = type of service delivered
- Title = overall summary of service (visible to customers)
- Description = use dashes with space
- Hours spent = time spent in 0.5 hour increments
- Click on Log Hours
Related Articles
How Do I Use Professional Services?
When you request professional services, we will ask you to authorize service hours. This helps you define a maximum budget for services. Your authorized hours will be consumed as needed without exceeding this limit. We will only charge your credit ...When I Delete A Record, Is It Completely Gone?
After you delete a record (note: this always requires a confirmation), it is marked as deleted, but remains in the database for a limited time. However, a background job hard-deletes such records shortly after their original deletion time. This ...How Can I Setup A Connection To NetSuite?
Overview By adding a NetSuite connection to your workspace, you can: Automatically import and sync sales transactions to your workspace We support any SuiteQL query as long as we can incrementally retrieve data (details) Newly created NetSuite ...Why Transaction Filters Can Be Problematic
Suppose that we are synchronizing records from a SalesForce report. Also, suppose that you specified a filtering criteria on your report, such as "status must be Closed Won". Sales Cookie will synchronize all records whose status is "Closed Won". ...Why Are Unique IDs Important When Importing Transaction Data?
If you use a CRM or Accounting system, each record already has a unique ID. This article only applies to customers whose data source does NOT already provide a unique ID. Let's say you upload a CSV file with records like this: When you upload this ...