FAQ's
You can add new Purchases to a client in both the Web Portal and the App. In the Web Portal go to CRM > All Contacts > edit arrow for the contact ...
Wed, 19 Feb, 2025 at 12:19 PM
The CRM Contact Management Portal is more streamlined than ever, and part of this is the ability to select what information tabs are most important for your...
Thu, 10 Jul, 2025 at 10:34 AM
A reminder can be created in various ways; job reminders, invoice reminders and manually created reminders through the CRM. How can I use Reminders? ...
Tue, 5 Nov, 2024 at 9:15 AM
You are able to send communication via the CRM through the Web Portal and include attachments to it. To do so in the Web Portal, go to CRM > All Cont...
Wed, 2 Jul, 2025 at 9:17 PM
Pinned Notes allow you to keep important information at the top of your Notes list, making it easier for your team to quickly find key information for that ...
Wed, 30 Sep, 2026 at 10:47 AM
If a Pinned Note is no longer a priority, you can unpin it so it returns to your standard Notes list. To unpin notes in the Web Portal > CRM > Note...
Wed, 30 Sep, 2026 at 10:54 AM