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Introduction to Cora AI
Cora AI is the AI assistant in CoreBridge EVO. Open it from Ask Cora AI in t...
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Pre-WIP and Invoicing Status Visibility
On the Order tab of Workflow Statuses, you can hide Pre-WIP or Invoicing for...
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Reassigning Customers When Deactivating an Employee
When an employee leaves, reassign their Company roles before you revoke thei...
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Line Item Approval Notifications
You can create a notification that alerts employees when a customer approves...
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Changing Payment Terms on an Estimate or Order
Payment Terms on an Estimate or Order come from the company when you select ...
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Copying Yourself on Outgoing Customer Emails (CC/BCC)
When you email an Estimate or Order to a customer from CoreBridge, you can s...
