| Custom Records |
| Projected Cash Flow Automation: Create projected cash flow data based on memorized and billing schedule sales transactions. |
| Medical Records Automation: Manage medical records with patient and doctor information. |
| Service Agreements Automation: Create service agreement records based on transaction items. |
| Class Scheduling Automation: Allow class scheduling and management from student records. |
| Consolidated Invoices Automation: Manage a consolidated invoice based on associated sale and purchase transactions. |
| Shifts Automation: Calculate and set shift information and performance results. |
| Sweepstakes Automation: Track and sending email notifications to sweepstakes registrants. |
| Shopping Feeds Automation: Create shopping feed data to export for shopping feed websites. |
| Sales |
| Sales Assistant Automation: Create opportunities, phone calls and send emails from customer records. |
| Sales Assistant (Online Forms) Automation: Create opportunities and phone calls when online forms are submitted. |
| Campaigns |
| Opportunity Campaigns Automation: Schedule email and letter campaign events based on opportunity information. |
| Reorder Campaigns Automation: Set last items purchased information on customer and contact records for campaign events. |
| Transactions : Gross Profit |
| Gross Profit Automation: Enforce gross profit requirements based on customers and items. |
| Transactions : Billings |
| Billings Automation: Bill sales orders to invoices based on lookups and business rules. |
| Transactions : Drop Ship/Special Orders |
| Drop Ship/Special Orders Automation: Set purchase order vendor and rate on drop ship and special order sales orders. |
| Drop Ship Orders Automation: Add drop ship items to separate sales orders with appended sales order numbers. |
| Transactions : Shipping |
| Shipping Automation: Set shipping status, method and insurance based on lookups and business rules. |
| Transactions : Email Notifications |
| Contracts and Agreements Automation: Merge PDFs, store PDFs and send emails with PDFs attached. |
| Shipping Notifications Automation: Email or fax shipping notifications based on lookups and business rules. |
| Order Emails Automation: Send order confirmation emails based on business rules and subsidiary. |
| Terms Emails Automation: Send email notifications based on terms. |
| Transactions : Items |
| Item IDs Automation: Set customer item ID or internal item ID based on lookups and business rules. |
| Item Descriptions Automation: Add item options to item descriptions. |
| Sales Prices Automation: Set unit price based on lookups and business rules. |
| Purchase Prices Automation: Set unit cost based on lookups and business rules. |
| Quantity/Unit of Measure Automation: Set item quantity and unit of measure based on business rules. |
| Costs Automation: Create journal entries based on business rules. |
| Beverage Counts Automation: Set case count based on quantity and unit of measure. |
| Transactions : Sales Tax |
| Sales Tax Automation: Set sales tax based on lookups and business rules. |
| Transactions : Currencies |
| Currency Automation: Set form and message based on currency. |
| Transactions : Accounts Receivable |
| Days Overdue Automation: Enforce customers account days overdue for sale order fulfillment processes. |
| Payment Terms Automation: Validation and enforcement of terms based on customer and transaction form. |
| Transactions : General |
| Categorizations Automation: Set transaction location, class and department based on lookups and business rules. |
| Numbers Automation: Prepend transaction numbers based on business rules and subsidiary. |
| Transactions : Documents |
| Opportunity Prints Automation: Print HTML and PDF documents from opportunities. |
| Items |
| Restock Items Automation: Create and transform transactions to move inventory between locations while generating packing slips and shipping labels. |
| Backordered Item Requests Automation: Create, total and send email notifications for backordered item requests. |
| Sales Periods and Prices Automation: Manage sales periods and price reductions for items based on lookups and business rules. |
| Consigned Items Automation: Manage commissions and send email notifications for consigned items. |
| Customers |
| Customers To Review Automation: Flag customers to review based on historical transactions and business rules. |
| Accounts Receivable Automation: Set customer terms and credit limit based on customer information. |
| Credit Cards Automation: Set customer credit card processor based on business rules. |
| Price Levels Automation: Set customer price level based on items purchased. |
| Categorizations Automation: Set customer categorization based on current and historical purchases. |
| External IDs Automation: Customer external ID validations based on lookups and business rules. |
| Customer Center Access Automation: Send email notifications for customer center login access and password reset based on website and subsidiary. |
| Password Resets Automation: Generate passwords and reset customer center login access passwords when online forms are submitted. |
| Jobs |
| Job Management Automation: Create job IDs and send emails based on job information. |
| Job Start Automation: Create and assign tasks when a job is started based on job information. |
| Vendors |
| Request for Quotes Automation: Send emails to vendors with hyperlink to online form with vendor information populated, track online form submissions and email confirmations to vendors. |
| Contractor Updates Automation: Send emails to vendors with hyperlink to online form with vendor information populated. |
| Employees |
| Sale Rep Goals Automation: Calculate and set monthly sales goal information for sales reps based on lookups and business rules. |
| Commissions |
| Commission Items Automation: Replace items based on lookups and business rules to support complex commission requirements. |
| Alternative Sales Amounts Automation: Set transaction items alternative sales amount based on items and business rules. |
| Expense Reports |
| Expense Reports Automation: Validate and enforce expense report rules based on expenses and employees. |
| Activities |
| Task Emails Automation: Send task emails to employees, employee supervisors and vendors based on lookups and business rules. |
| Activity Conversions Automation: Convert phone calls to tasks and tasks to phone calls from activity records. |
| Opportunities Automation: Create opportunities from phone call and event records based on business rules. |
| Cases |
| Case Time Automation: Create time records based on case information. |
| Case Management Automation: Set case fields based on case information. |
| Online Forms |
| Online Forms Automation: Field validations and calculations based on information entered. |
| Data Integration |
| Data Integration Automation: Manage customer and transaction check box fields for data integration application. |
