How do I set or edit my email signature?
To edit an existing Email Signature, go to Settings & choose My Details. Click the edit button which is the pencil icon on the top right and scroll down to Email Signature. Remove or Edit the Email Signature as desired and select save for the changes to take effect.
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How do I setup a new User and send email with Login credentials?
To set up a new User and send email with Login Credentials, go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access or create a New Employee to be able to give the user access to the app. Once the ...
How do I set up automatic breaks to be applied in time cards?
To set up automatic breaks, go to the Menu and select Settings. In Settings, choose Time Cards and here you will find Automatic Breaks. Go into Edit mode by clicking the pencil icon on the top right and define the Break duration and everything after ...
How to set Opportunity each stage of a custom theme for general view list of records?
To set Opportunity Stage of a custom theme for general view list of records, go to the Settings and choose Custom. Enter Edit mode by clicking the pencil icon on the right and go to the Opportunity Status and start changing the color of the statuses. ...
How do I set the Priority Status for the Service Ticket and can I filter and display a list based on these Priorities?
To set the priority status for Service Tickets, go to the Menu and locate Service Tickets and pick the Service Ticket you wish to change the status to. Once here, go to Edit mode which is the pencil icon on the top right. In the details tab, you will ...
How do I edit the Templates for estimate, invoices etc?
To edit the Templates for Estimate, Invoices and others, please go to the Menu and select Settings. Once here, scroll down to Templates. Once here, you can use the drop down on the top right and choose the module you wish to start making changes and ...