Tips and Tricks

Assigning Multiple Catalogs to an Account

Sunday, April 30, 2017

Users have the ability to assign multiple product catalogs to the same or different client(s). Each catalog can be customized and directed towards a particular customer market or target categories. Catalogs can be assigned to an account in two ways. From Catalog Admin To add / assign a catalog to a particular account: From the main Amin control panel go to Catalog Admin Select the “Assign” icon next to the catalog you wish to add to the account Choose the name of the account or select “Browse All” for a list of all accounts On this screen you can Add / Delete the Read More...

Tag creation and assignment

Monday, April 17, 2017

Tags are available within ChannelOnline to identify, group, and sort similar or related items. Tags follow a root directory format and are used for the sorting of Service and Labor items along with Notes and Tasks in the Organizer. During the creation of these items you can assign them tags as a reference points for filtering and sorting. Tags for all items are created from the Control Panel > Admin > Company Settings > Manage Tags. To create a tag for any for the above mentioned items: Select "add tag" and enter a name for the tag to be created. Saving this will take  Read More...

Organizer ID numbers

Thursday, April 06, 2017

Within the ChannelOnline organizer, Notes and Tasks are automatically assigned a unique and permanent identification number (#) for each new entry. This ID# cannot be edited, but can be sorted, and helps to identify that particular note/task from others. Notes and tasks that are 'copied' within the organizer are assigned a new ID number. A note that has been 'converted' to a task will pass that ID number to the new task. Read More...