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Hiding the Invoicing or Pre-WIP Order Stage in Evo
In Evo, the Order workflow stages Pre-WIP and Invoicing can be hidden for yo...
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Reassign Customers
Reassign Customers allows Companies to be reassigned from one employee to an...
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API Overview
API Keys connect CoreBridge EVO to external applications, the developer port...
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LoyaltyLoop
The LoyaltyLoop integration connects CoreBridge to LoyaltyLoop so you can au...
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Sales Dashboard vs. Business Monitor
The Sales Dashboard and Business Monitor provide different ways to view busi...
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Lost Estimates
When an Estimate is marked Lost, it stays on the Estimates list. You can sti...