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Reassigning Customers When Deactivating an Employee
When an employee leaves or changes roles, reassign their customer roles befo...
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Enable Copy Approvals
Copy Approvals is a Cloning Default on Estimate and Order Options. When Copy...
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Converting Overpayment to In-Store Credit
When a customer pays more than the selected invoices, or pays without select...
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Application of Employee Roles
Application of Employee Roles controls which employee roles appear on Orders...
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Notifying Employees When a Customer Approves a Line Item
When a customer approves a Line Item in the Customer Portal, you can alert e...
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Using Tags
Tags are colored labels you assign to Line Items so the team can see extra i...
