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Helpful Tips

Some useful tips.

  • Updating Payment Info
  • Reports- Employee Pay/Hours
  • Color Coding
  • How to add Tasks
  • Adding Signature to Emails
  • Google Calendar Sync (No Importing)
  • Cache Clearing
  • Google Address Autopopulate
  • Reports- Sales
  • How to Insert an Image Into an Editor
  • Reports- Mileage
  • Back Up Your Account
  • How to Merge Marketing Methods
  • Uploading A Logo
  • Printing Address Labels
  • Payment Reminder
  • How to Convert a Customer to a Prospect
  • Reports- Expenses
  • Reports- Profit and Loss Reports
  • Reports- Sales Tax
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  • Helpful Tips
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