Released Version: 25.0
This article is useful for any environment operating on the above version or later.
Requirements
Requirement | Description |
|---|---|
EliteParks or EliteMarinas | This feature requires you to have an environment with a licensed version of EliteParks/EliteMarinas on your tenant. |
Dynamics 365 Business Central Essential Licence | A Dynamics 365 User licence is required to be able to use this feature, as well as the necessary permissions for the system. |
Feature Description
We have now added Deal Attributes to EliteParks & EliteMarinas. Deal Attributes, in the same way as unit and plot attributes, can be assigned to deals to help define additional details that the user wants to hold against the record. Not only will you be able to filter on these within the Deals and Completed Deal list views, but these attributes will also be available to filter on within bulk actions, such as Site Fee Invoicing, to provide even more precise invoicing criteria as required.
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Business Uses
You can use this feature to assign specific attributes to deals to help with the filtering when it comes to producing invoices for customer deals.
The addition of attributes will also allow further filtering on your deals to assist with reporting and analysis.