How to configure the Duplicate Filter rule

Overview In this article we’ll explain how to setup the system to handle Duplicate Quotes in Sales Reporting. How to configure the Duplicate Filter rule Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Quote Settings. Set the Duplicate Filter to one of the options: Show Duplicates – All duplicate Read more…

How to Configure Email Templates

Overview This article will explain how to configure Email Templates. How to configure Email Templates Open the Main Menu and scroll down to CONFIGURE. Click Emails. A list of the configured email templates will be shown. Please note, the following emails are system related: EMAIL1 – Sent via the Quote > Print / Email Read more…

How to set multiple Products to Inactive

Overview In this article we’ll explain how to set multiple Products as Inactive at once. How to set multiple products to inactive Open the Main Menu and scroll down to CONFIGURE Click Products Apply a filter to the list for the products you wish to set to Inactive. eg: Category Filter = PV SYSTEMS Read more…

CRM Configuration Setup

Overview The settings page is where you can configure the global settings for the CRM app. Update the CRM Configuration Open the Main Menu and scroll down to CONFIGURE Click Settings Update Service Email Time – This is the time you want the automated emails (email 4 and email 5) Read more…