General

General - Setting up Order/Quote Defaults
Back These defaults will apply unless the customer or online settings have default values already designated. Note: Tags and statuses will be applied in addition to those already set on...
Mon, Mar 29, 2021 at 3:45 PM
General - Note Labels
Back Note Labels can be customized to identify and flag notes as different types or priority levels. Creating a New Note Label Step     Action   1.       Select {Settings} and then select {...
Mon, Apr 5, 2021 at 2:39 PM
General - Template Groups
Back A Template Group is a customizable label used to organize your job templates to make them  easier to locate. Creating a New Template Group Step    Action   1.      Select {Settings} ...
Wed, Nov 18, 2020 at 11:54 AM
General - Department Item Groups
Back Department item groups are a way to organize your department items to make them easier to find when adding them to quotes and orders. Creating a New Department Item Group Step    Acti...
Tue, May 24, 2022 at 3:05 PM
General - Press Groups
Back Press Groups are a way to organize your presses to make them easier to find when adding them to quotes and orders. Creating a New Press Group Step    Action   1.      Select {Setting...
Wed, Nov 18, 2020 at 11:54 AM