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Professional Services Automation

July 7, 2020
Clara F.
CF
by Clara Flaherty
Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. This page is a place for all discussions related to professional services automation.

Popular Professional Services Automation Software Questions Discussions
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Our reports screen is full of duplicate reports or versions of reports that were trials as we tried to create the report that had the fields we were looking for. and now it is just a big hot mess that we need to somehow manage.
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When we purchased FinancialForce there was a Kanban feature that we haven't yet managed to activate or work. How do we get this feature working?
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If an employee was working on project A in replicon and in the next month he worked on 2 new projects i How can I get the updated till date status of an employee without manually extracting reports and applying Vlookup
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