General

General - Notes
General - Notes Adding a New Note  Step     Action   1.      Select {New} under Notes.           A New Note modal will open.   2.      Comple...
Thu, 11 Oct, 2018 at 1:31 PM
General - Tasks
General - Tasks  Navigating to Tasks Tasks can be accessed by  A) Selecting the Task icon from the Top Navigation bar  B) Task section on dashbo...
Wed, 10 Oct, 2018 at 10:02 AM
Smart Lists
Smart Lists Overview Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM - Cust...
Mon, 22 Oct, 2018 at 11:24 AM
General - Timers
General - Timers Timers can be accessed using the following: A) Timer Icon - Located on the top right-hand side of the screen and on production pages u...
Tue, 2 Oct, 2018 at 10:16 AM
General - Item Summary
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 ellip...
Wed, 31 Oct, 2018 at 9:53 AM
General - Alerts
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. Th...
Mon, 22 Oct, 2018 at 11:28 AM
General - Internal Documentation - Notes
General - Internal Documentation - Notes The following guidelines can be followed when using note function for internal documentation: Note Location Stic...
Mon, 22 Oct, 2018 at 11:31 AM
General - Emailing or Printing Multiple Invoices
General - Emailing or Printing Multiple Invoices Step     Action  1.        Select {CRM}. The page should open on the Customers tab.  2.     Hover mous...
Thu, 11 Oct, 2018 at 10:31 AM
General - Email Tracking
Email Tracking - Sent, Failed, Delivered and Opened Emails can be viewed from the Dashboard, under My Recent Communications. or from the Records P...
Thu, 11 Oct, 2018 at 10:37 AM
General - Cardview Option
General - Cardview Option The Cardview option is available on the search pages for Quotes/Orders, Items, Customers, and Contacts. To toggle to the c...
Mon, 23 Jul, 2018 at 9:53 AM