Tips and Tricks


Don't wait! Add New Custom Items to a Quote.

Wednesday, March 15, 2017

To view a newly created item and have it added on a quote immediately, create and save a new custom item from the Products tab under "Items Admin" in the Control Panel. First, make sure that the document you want to add the item to is your active document (check by hovering over the active document tab). Then, from within Items Admin > Products > Custom Items, select the description of the new custom item you wish to add to the active document (you may have to sort or page through to reach your item). The description will take you to that item's product page. Select the "+" Add  Read More...

Don't wait! Add New Custom Items to a Quote.

Control Panel

Tuesday, March 07, 2017

The control panel can be collapsed from its default size to an “icons only” display by selecting the double arrows on the top right of the panel. The panel can be further collapsed by selecting the arrow on the bottom of the panel to provide maximum page display. Selecting the expand icon on the top left of the header restores expanded view. a user may also remove certain categories from the control panel and/or manipulate the order of the categories within the panel. To do this, go to the “My Account” icon on the top right of the main page and select “My Preferences.” Select the “Edit Read More...

Control Panel