General

General - Notes
Adding a New Note  Step     Action   1.      Select {New} under Notes.           A New Note modal will open.   2.      Complete the fields. ...
Wed, 28 Aug, 2019 at 6:44 AM
General - Tasks
Tasks can be accessed by ... A) Selecting the Task icon from the Top Navigation bar  B) Task section on dashboard, customer view, contact view, order vi...
Thu, 12 Sep, 2019 at 1:12 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 ...
Thu, 12 Sep, 2019 at 1:13 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...
Thu, 12 Sep, 2019 at 1:15 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