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CRM Defined periods
Platform 4 videos in this learning module
Set defined periods for a database
Add a defined period using Dynamic Month option
Add a defined period using Special Offsets (days)
Create a working days calendar
4 videos in this learning module
Set defined periods for a database
Add a defined period using Dynamic Month option
Add a defined period using Special Offsets (days)
Create a working days calendar
Set defined periods for a database
As an administrator, you can control which defined periods (date ranges) appear in the Period dropdown for each database in Phocas. Learn how to create a new period with a dynamic 'offset' date range for automatic updates, or select from a list of pre-built periods.
Supporting documentation
Add a defined period using Dynamic Month option
In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year.
Supporting documentation
Add a defined period using Special Offsets (days)
In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month.
Supporting documentation
Create a working days calendar
Learn how to create a working days calendar to exclude non-working days, such as weekends and public holidays, for more accurate average daily values for your users.
Supporting documentation
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