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FAQ's

How do I create a new Purchase for a specific contact?
You can add new Purchases to a client in both the Web Portal and the App. In the Web Portal go to CRM > All Contacts > edit arrow for the contact ...
Wed, 19 Feb, 2025 at 12:19 PM
How do I rearrange the tabs in the CRM?
The CRM Contact Management Portal is more streamlined than ever, and part of this is the ability to select what information tabs are most important for your...
Thu, 10 Jul, 2025 at 10:34 AM
How do I delete reminders?
A reminder can be created in various ways;  job reminders, invoice reminders and manually created reminders through the CRM. How can I use Reminders? ...
Tue, 5 Nov, 2024 at 9:15 AM
Can I send an email with attachments through the CRM?
You are able to send communication via the CRM through the Web Portal and include attachments to it. To do so in the Web Portal, go to CRM > All Cont...
Wed, 2 Jul, 2025 at 9:17 PM