How do I remove the Sample Data that is initially installed with the software?

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• How do I remove Sample Data?

  To remove sample data, simply login to the account and on the Dashboard to the right, there is a button that says Remove Demo Data. Simply click on it and confirm and it should be removed from the system.

• If a Lead becomes a customer, does the data transfer to the customer record?

  If the Lead becomes a Customer, every data that is present in the Lead will carry over to the Customer record.

• How do I access the Tutorials available to understand the software?

  To access the Tutorials available and to understand the software, please go to any module that you would like to learn like Projects, Invoices etc. Once in the module, there should be a Video icon on the top right which will open the video that walks ...

• How does a Subcontractor approve a proposed Sub-Contract? Do they need to be a User of the software?

  The Subcontractor does not need to have access to the software to approve the Sub Contract. They will only be a Directory contact as a Contractor. Once the Sub Contract is ready, you will email the Sub Contract for their approval. This is sent as an ...

• How do remove a Custom Field from being used within a Feature?

  To remove a Custom Field from being used, you would need to disable it. Whichever module you are in, go to the gear icon on the top right of that module's list view which goes into the Settings of that module. Scroll down to Custom Fields. Here, the ...