Maria Reyes
- Total activity 545
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Activity overview
Latest activity by Maria Reyes-
Maria Reyes created an article,
Miscellaneous Code Imported as a CCR or WO Code
Issue Our communities Codes were imported, but some codes were incorrectly imported as a CCR or Work Order Code. Solution Update the Code Type on the CCR/ Work Order Code. Step By Step 1. C...
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Maria Reyes created an article,
Best Practices for Custom Fields in TOPS [ONE]
Description Andrea Hardy, Manager of Customer Success at TOPS, walks you through the Best Practices for Custom Fields and how to get the most out of your data in TOPS [ONE].
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Maria Reyes created an article,
Using Templates To Save Time in TOPS [ONE]
Description Lindsay Zeilstra, one of the wonderful Customer Success team members at TOPS, teaches you how to save time and be more efficient by using templates and the Merge Code manager for TOPS [...
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Maria Reyes created an article,
Import Owner History
Description Two prior years worth of Owner history and balance from a different software can be imported to the owners ledger if imported using the proper format. Imported history will have a gray...
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Maria Reyes created an article,
TOPS [ONE] Release Notes (Version 5.1.1.0)
The TOPS [ONE] development team is adding multiple new additions and updates to the platform today. As a web-based product, there is no action for users to take. Your TOPS [ONE] platform will aut...
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Maria Reyes created an article,
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Maria Reyes created an article,
Custom Roles
TOPS [ONE] Version 5.1.1.0 Description Roles can be used to identify users and limit access to what they can and cannot do. By default, all users are sent to the Administrator role, where they h...
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Maria Reyes created an article,
View / Re-enable Deleted Banks
TOPS [ONE] Version 5.1.1.0 Description Banks are global in TOPS [ONE], and bank accounts can be created for different communities in TOPS [ONE] within that bank. If a bank was created by accident...
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Maria Reyes created an article,
Delete Bank
TOPS [ONE] Version 5.1.1.0 Description Banks are global in TOPS [ONE], and bank accounts can be created for different communities in TOPS [ONE] within that bank. If a bank was created by accident...
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Maria Reyes created an article,
Delete Bank Accounts
TOPS [ONE] Version 5.1.1.0 Related Links Delete Bank View / Re-enable Deleted Banks Description A bank account can be created for different communities in TOPS [ONE] using global banks. If a b...