Tips and Tricks

Additional Working Space

Monday, July 23, 2018

When working on large quotes or orders with multiple line items, do you feel like the page is getting crowded? Here are some ways you can create a larger working area on the document display. First, enlarge the work space by selecting the Control Panel collapse button icon on the bottom of the Control Panel section. Then, you can increase the work area by clicking on and collapsing the following top sections: Billing and Shipping Custom Fields Company Logo These settings are sticky and apply to all subsequent documents, but can be brought back by clicking on each secti Read More...

Email Team Members

Monday, July 02, 2018

To enable this feature, go to the "Company Info" section for the account. Under the "General" section, type in the email address of the individual or group to include on the email. Multiple email addresses can be separated by a comma. Save the changes. With the proper Admin access rights, go to the Control Panel > System Emails > System Generated tab. Nearly all system generated email templates directed at the customer or sales rep support this feature. Click on the "View" icon of the email template you wish to add the names to. From the center "Select Field" drop-down, Read More...