FAQ's
To find the history of jobs that have been done for a client, go to CRM > All Contacts > search and select the Edit Arrow for the desired Contact. ...
Tue, 26 Nov, 2024 at 11:22 AM
To find the forms for a Client that have been saved or submitted, go to CRM > All Contacts > search and select the Edit Arrow for the desired Contact....
Tue, 26 Nov, 2024 at 11:24 AM
To search for the Leads history of a client, go to CRM > All Contacts > search and select the Edit arrow for the desired contact. Select the Leads...
Tue, 26 Nov, 2024 at 11:30 AM
You can view the invoice history for a client both in the Web Portal and the App, via the Contact Management Portal. In the web Portal go to CRM > Co...
Thu, 19 Sep, 2024 at 1:43 PM
You can view purchases that have been made for a client on the Web Portal and in the App. In the Web Portal go to CRM > Contacts > select the Edit...
Thu, 19 Sep, 2024 at 2:00 PM
To view the reminders for a specific client in the Web Portal, go to CRM > All Contacts > select the edit arrow for the contact > Reminders tab. Yo...
Fri, 1 Nov, 2024 at 1:20 PM
If you would like to see what assets are connected to a particular contact, you can do this in the Web Portal by going to CRM > All Contacts > select ...
Fri, 1 Nov, 2024 at 1:21 PM
To look up the task history for a specific contact, in the Web Portal go to CRM > All Contacts > select the edit arrow for the contact > Tasks. ...
Fri, 1 Nov, 2024 at 1:22 PM
To edit a contact's location(s), go to CRM > All Contacts > select the Billing or Contact name for the client > select the Locations tab. You c...
Tue, 26 Nov, 2024 at 10:45 AM