Back Step     Action   1.       Select {Settings} and then select {Budgets} under Customer section.   2.      The search criteria that can be used include: Field Action Budget Code Enter i...

Back To Create a Budget: Step       Action   1.         Select {New} under Budgets. A New Budget modal will open.   2.      Complete the fields. Field Description Active Default set t...

Back To Add a Contact: Step     Action   1.       Select {Settings} and then select {Budgets} under Customers. The Budgets View              page will open.   2.       Select {Add} under Co...

Back Step       Action   1.         Select {Settings} and then select {Budgets} under the Customers section.    2.         Hover mouse over budget to be edited and then select the View icon. T...

Back Duplicating a Budget Step     Action   1.      Select {Settings} and then select {Budgets} under Customer.    2.      Select entries under Budgets to be duplicated by checking boxes on th...

Back Step     Action   1.       Select {Settings} and then select {Budgets} under Customer.    2.       Select entries under Budgets to bulk action by checking boxes on the left-hand side. To ...

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 be visible by clicking on the + icon to e...

Back Step    Action   1.      Select {Settings} and then select {Budgets} under Customer.    2.      Select the Imports tab.   3.      Select {Choose File}.           A modal window will...

Back To Edit a Budget: Step       Action   1.         Select {Edit} from the Actions Menu. A Budget modal will open.   2.      Complete the fields. Field Description Active Default se...

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 can add them to any customer you want. ...