Helpful Tips
Some useful tips.
- Updating Payment Info
- Reports- Employee Pay/Hours
- How to Mark a Job as "Completed"
- Color Coding
- Exporting Customers & Prospects
- How to add Tasks
- Adding Signature to Emails
- Make Single Payment for Multiple Invoices
- Cache Clearing
- Google Calendar Sync (No Importing)
- Google Address Autopopulate
- Frequency Period Editing
- Reports- Sales
- Reports- Mileage
- How to Insert an Image Into an Editor
- Back Up Your Account
- Appt info that displays on Monthly and Weekly Calendars
- How to Merge Marketing Methods
- Making Prospects Active Again
- Uploading A Logo