Tips and Tricks


Accessing Open Documents

Monday, June 26, 2017

For users who work on multiple quotes concurrently in ChannelOnline, a quote saves automatically when the user moves away from or opens another window, but it is still active. The "Open documents" dropdown on the top right of the main header lists all open documents for the user to edit and/or complete and close. Selecting documents from the open documents tab lets the user toggle from one to another directly instead of going through the account or search process. One can also go the "Active Document" icon in the top navigation to quickly go to the current active document. Read More...

Accessing Open Documents

Completed Tasks

Wednesday, June 21, 2017

Tasks that have been completed can be designated as complete and have its status changed by selecting the "Mark Complete" button on the bottom of the task page of the organizer. The completed task will still be displayed on the organizer, but will be crossed out. The completed task can be removed from the organizer by selecting the "Delete" button. a deleted task can be restored to the organizer by selecting the "Recycle Bin" button from the organizer and clicking on the "Restore" button. Read More...

Completed Tasks