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 app...
Mon, 29 Mar, 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.  ...
Mon, 5 Apr, 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...
Wed, 18 Nov, 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 N...
Mon, 29 Mar, 2021 at 1:53 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 S...
Wed, 18 Nov, 2020 at 11:54 AM