Managing your contacts and organisations
Administrators can re-structure an organisation in bulk with the ability to: Move jobs & users from a section to another department/section Budge...
Tue, 25 Oct, 2022 at 9:49 AM
Client Markup Client Markup allows you to add a mark-up onto of the suppliers price to allow users to be able to charge for admin/management of the work. ...
Tue, 28 Nov, 2023 at 3:26 PM
User's with the relevant permissions can access the User Activity Log. The User Activity Log can be found on the left hand menu underneath the menu item...
Tue, 14 Nov, 2023 at 12:06 PM
As a Key User you may need a method of searching for a particular organisation or for viewing a comprehensive list of organisations for reporting purposes. ...
Wed, 25 Oct, 2023 at 3:46 PM
Key Users can overview the User Roles available on their site, and see the breakdown between Free User Roles & Key User Roles (Paid Licenses). This can ...
Fri, 28 Jun, 2024 at 4:59 PM