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 ...
How Can I Debug Formulas?
You can use debug mode to understand how formulas are applied to a sample transaction or sample payee. You will see how each formula statement was evaluated against your sample transaction or user (payee). Debugging Formulas - Sample Transaction To ...
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". ...