General

General - Setting up Order/Quote Defaults
These defaults will apply unless the customer or online settings have default values already designated. Note: Tags and statuses will be applied i...
Tue, 17 Sep, 2019 at 3:18 PM
General - Note Labels
Note Labels can be customized to identify and flag notes as different types or priority levels. Creating a New Note Label Step     Action   1.       S...
Tue, 17 Sep, 2019 at 3:19 PM
General - Template Groups
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    Ac...
Tue, 17 Sep, 2019 at 7:46 PM
General - Department Item Groups
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 Dep...
Tue, 17 Sep, 2019 at 7:47 PM
General - Press Groups
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    ...
Tue, 17 Sep, 2019 at 7:49 PM