Budgets

Budgets - Searching Budgets
Back Step     Action   1.       Select {Settings} and then select {Budgets} under Customer section.   2.      The search criteria that can be used includ...
Tue, 4 May, 2021 at 2:18 PM
Budgets - Creating a New Budget
Back To Create a Budget: Step       Action   1.         Select {New} under Budgets. A New Budget modal will open.   2.      Complete the fields. F...
Wed, 18 Nov, 2020 at 1:04 PM
Budgets - Contacts
Back To Add a Contact: Step     Action   1.       Select {Settings} and then select {Budgets} under Customers. The Budgets View              page will o...
Wed, 18 Nov, 2020 at 1:07 PM
Budgets - Editing a Budget
Back Step       Action   1.         Select {Settings} and then select {Budgets} under the Customers section.    2.         Hover mouse over budget to be...
Wed, 18 Nov, 2020 at 1:04 PM
Budgets - Duplicating Budgets
Back Duplicating a Budget Step     Action   1.      Select {Settings} and then select {Budgets} under Customer.    2.      Select entries under Budgets ...
Fri, 26 Mar, 2021 at 1:44 PM
Budgets - Bulk Actions
Back Step     Action   1.       Select {Settings} and then select {Budgets} under Customer.    2.       Select entries under Budgets to bulk action by c...
Wed, 18 Nov, 2020 at 1:04 PM
Budgets - Items
Back Items will show all Budget Period details with associated Items/Orders for the selected Budget. Any order items included in each budget period will b...
Fri, 26 Mar, 2021 at 1:51 PM
Budgets - Importing Budgets
Back Step    Action   1.      Select {Settings} and then select {Budgets} under Customer.    2.      Select the Imports tab.   3.      Select {Choose Fi...
Mon, 22 Mar, 2021 at 4:14 PM
Budget Edit
Back To Edit a Budget: Step       Action   1.         Select {Edit} from the Actions Menu. A Budget modal will open.   2.      Complete the fields. ...
Fri, 26 Mar, 2021 at 2:27 PM
Tags - Creating a New Customer Tag
Back Tags are great way to organize your customers for filtering sales and marketing lists.  You can create as many tags as you need and you ...
Sat, 27 Mar, 2021 at 10:19 AM