FAQ's
To create a New Contact via Web Portal, go to CRM > New Contact It will open up a drawer on the right hand side of the screen, where you can ad...
Tue, 5 Nov, 2024 at 9:10 AM
To edit a contact in the Web Portal, you can edit them in the CRM Contact card, or with the slider drawer while remaining in the Contacts list. To acces...
Tue, 5 Nov, 2024 at 9:10 AM
To delete a contact in the Web Portal go to CRM > All Contacts. Check the box next to the Contact you want to delete and then select Delete from the pop ...
Tue, 5 Nov, 2024 at 9:09 AM
You're able to have more than one Contact for a Billing name, and can easily add other Contacts for the same company/group if required. This can be done...
Tue, 5 Nov, 2024 at 9:09 AM
Adding Multiple Locations for a Contact in the Web Portal can be done from the Contacts List view, the Locations List view, or from the full Contact page vi...
Tue, 5 Nov, 2024 at 9:05 AM
You can add a note either using the Web Portal or the App. On the Web Portal you can add them via the Contact sliding modal if you don't wish to leave ...
Tue, 5 Nov, 2024 at 9:09 AM
In order to add a custom field to a client / contact, via the Contacts list, Web Portal > CRM > Contacts > Edit pencil > Select Contact edit pen...
Thu, 19 Sep, 2024 at 9:06 AM
To be able to send an SMS to a client this feature must be activated on your account first. How do I set up the SMS Feature? In the Web Portal go to ...
Tue, 5 Nov, 2024 at 9:05 AM
To export information from your Web Portal, go to Reports > Contacts and add your Filters using the +Filters Button. (Note: If you don't see Reports ...
Tue, 5 Nov, 2024 at 9:19 AM
To export information from your Web Portal, go to Reports > Contacts and add your Filters using the + Filters Button. Once you have the Filters that...
Tue, 26 Nov, 2024 at 10:31 AM