Our Most Popular Support Articles

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2024/09/12

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Step-by-step instructions from our support team for implementing time-saving features.

Sometimes you just need to find out how you can do something, like exporting rollups or assigning multiple resources to tasks, so that you can do it yourself.

We get it. We want to ensure you have easy access to the resources and support you need, while giving you the personalized service you expect. One of the ways we’re doing this is through our Knowledge Base — a support option that’s designed to give you technical information when you need it — 24/7.

Following is a list of some of our most popular articles that show you how to implement time-saving features for our apps.

Rollup Helper 

Export Rollups

Change Rollup Helper Running User for Rollup Helper Scheduled Jobs

Steps to Enable Real Time in Rollup Helper

ContentDocumentLink Trigger to run on Delete and Test

Lookup Helper 

Custom Settings Not Applied in Apex Unit Test

How to Enable Field History Tracking

Formula Field to Return the Text Value from a Lookup Field

Change Lookup Helper Running User for Scheduled Lookup Settings

Enable Asynchronous Processing for Lookup Helper Apex Trigger / Real Time

Milestones PM+

Assigning Multiple Resources to a Project Task

Change Field Names or Related List Labels for MPM+

Salesforce Task Sync

Assigning Tasks To Users

Time Entry Grid Setup

How to Enable Field History Tracking

How to Change the Display Size of the Gantt Chart and Show Scroll Bars

Data Quality Helper

Validation/Duplication Issues

To view the articles or quickly find answers to your questions, just go to Knowledge Base. You can also leave a thumbs up or thumbs down on an article, which will help our team continuously improve.

In addition to the Knowledge Base articles, we offer support through email, live chat, and through the Trailblazer community. Our support team is available 5 days a week, 8 hours a day to provide fast turnaround times and communication. 


 

 

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