When Automated Lead Generation Leaves a Sour Taste
There is an annual event my company attends to network, gain insight into new technology, and learn about new technology partners that may help us provide more solution options to…
Read MoreAdvanced Filtering Outside of Reports
You may be aware of the page filter capabilities within OpenAir to quickly filter information for more efficient data views. The standard page filtering feature has basic ‘is, is not,…
Read MoreLocking Columns
Review lists of data or reports information many times span beyond the width of your browser view, even with smaller font settings. When you scroll to review the information, you…
Read MoreAnatomy of a Timesheet
Continuing with the timesheet requirements theme, now it’s time to figure out how precise your consultants and subcontractors need to be when entering time into their timesheets. And what about…
Read MoreBeaconfire
Read More“TOP Step Consulting freed us up to focus on what we do best and on achieving our goals. There is great value in a long-term business relationship like the one we have.”
– Jeff Herron, Vice President and founding member of Beaconfire
Copying Auto-bill and Auto-run Settings Across Projects (aka Tag You’re It!)
Are you using the Auto-bill and/or Auto-run features for billing and recognition rules, respectively? System defaults can be set for any new projects to inherit the desired default values for…
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