General

General - Notes
Adding a New Note  Step     Action   1.      Select {New} under Notes.           A New Note modal will open.   2.      Complete the fields. ...
Thu, 7 Nov, 2019 at 11:23 AM
General - Tasks
Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quo...
Wed, 9 Oct, 2019 at 1:54 PM
General - Smart Lists
Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > Contacts ...
Wed, 9 Oct, 2019 at 2:28 PM
General - Timers
Timers can be accessed by ... A) Timer Icon - Located on the top right-hand side of the screen and on production pages under Item # for each entry. B) T...
Wed, 9 Oct, 2019 at 2:46 PM
General - Item Summary
An Action Menu is available on the Order Items and Production pages. To view the Action Menu, hover mouse over the vertical ellipses ( ⋮ ) on each record&#x...
Thu, 12 Sep, 2019 at 1:15 PM
General - Alerts
Alerts will appear at the top of the page. To view alerts, hover over the Bell icon on the upper right-hand side of the screen. These alerts can include...
Thu, 12 Sep, 2019 at 1:16 PM
General - Internal Documentation - Notes
The following guidelines can be followed when using note function for internal documentation: Note Location Sticky Option Type Enabled Type Option Fu...
Thu, 12 Sep, 2019 at 1:19 PM
General - Emailing or Printing Multiple Invoices
Step      Action   1.        Select {CRM}. The page should open on the Customers tab.   2.        Search for the desired customer and then select the View...
Thu, 12 Sep, 2019 at 1:20 PM
General - Email Tracking
Emails can be viewed from the Dashboard, under My Recent Communications. or from the Records Page (Settings > Communications > Records) T...
Thu, 12 Sep, 2019 at 1:21 PM
General - Cardview Option
The Cardview option is available on the search pages for Quotes/Orders, Items, Customers, and Contacts. To toggle to the cardview option on the search p...
Thu, 12 Sep, 2019 at 1:22 PM