Admin & Configuration of the system
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…
Overview This article will explain how to configure automated Reminder Dates on Quotes. Configure Reminder Dates Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Quote Settings. Input the following settings: Automatic Reminder Period (days) – The number of days from the Quote Date to set the Reminder Date. Read more…
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…
Overview In this article we’ll describe how to add custom text to the Accept Quote web page (when the customer uses the Accept Quote link from the email). Configure the Custom Text Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click Accept Link HTML. Input the text you would like to Read more…
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…
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…
Overview Selection Lists are lists which make the rest of the system work correctly. You will connect these lists to other parts of the system further on in the setup. Configure Selection Lists Open the Main Menu and scroll down to CONFIGURE Click Selection Lists Select the list you want Read more…