FAQ's
To access the full Billing and Contact page for a client in the Web Portal, go to CRM > Contacts > click on the ID or the Arrow for the Billing / Cont...
Fri, 10 May, 2024 at 12:09 PM
You're able to easily export CSV files on a specific Contact easily by going to CRM > Contacts > select the Arrow on the end of the desired Contac...
Thu, 30 May, 2024 at 2:11 PM
Contact Types can be used to sort various contacts into specific groups which can be used for other convenient functions. Eg: If there is a specific group o...
Tue, 23 Jul, 2024 at 10:45 AM
CRM Client information that is information that can be pulled from the CRM Contact in order to automatically populate fields in a form. You can find th...
Thu, 18 Jul, 2024 at 12:02 PM
You can search for an address you have been to before by going to Web Portal > CRM > Contacts > Locations. If you still cannot find the locatio...
Thu, 18 Jul, 2024 at 1:12 PM
Zones are something that you can attach to specific locations / addresses, in order to point out specific areas within that location. This could be somewher...
Thu, 18 Jul, 2024 at 1:15 PM
To edit a Contact within the App, go to Contacts > select the contact you'd like to edit > click the 3 dots at the top right > Edit Billing Det...
Thu, 18 Jul, 2024 at 1:24 PM