FAQ's
To find the history of jobs that have been done for a client, go to CRM > Contacts > search and select the Edit Arrow for the desired Contact. ...
Thu, 19 Sep, 2024 at 9:03 AM
To find the forms for a Client that have been saved or submitted, go to CRM > Contacts > search and select the Edit Arrow for the desired Contact. ...
Thu, 19 Sep, 2024 at 9:02 AM
To search for the Leads history of a client, go to CRM > Contacts > search and select the Edit arrow for the desired contact. Select the L...
Thu, 19 Sep, 2024 at 9:02 AM
You can view the invoice history for a client both in the Web Portal and the App, via the Contact Management Portal. In the web Portal go to CRM > Co...
Thu, 19 Sep, 2024 at 1:43 PM
You can view purchases that have been made for a client on the Web Portal and in the App. In the Web Portal go to CRM > Contacts > select the Edit...
Thu, 19 Sep, 2024 at 2:00 PM
To view the reminders for a specific client in the Web Portal, go to CRM > Contacts > select the edit arrow for the contact > Reminders tab. You wi...
Tue, 1 Oct, 2024 at 1:36 PM
If you would like to see what assets are connected to a particular contact, you can do this in the Web Portal by going to CRM > Contacts > select edit...
Tue, 1 Oct, 2024 at 2:00 PM
To look up the task history for a specific contact, in the Web Portal go to CRM > Contacts > select the edit arrow for the contact > Tasks. ...
Wed, 2 Oct, 2024 at 12:40 PM