Sample Template: v3 Material Import
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- System Overview
- Building Blocks of an Order
- Licensed Features
- Getting Started
- System Overview
- System Setup
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Administration
- Administration Articles
- Customers
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Sales
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Sales Articles
- Orders Overview
- Estimates Overview
- Estimate and Order Tools Menu
- Creating an Estimate/Order
- Quick Products Overview
- Editing an Invoiced Order
- Using Tags
- Tag Set Up
- Board Side Panel Overview
- Board Setup
- Board Filters
- Boards Overview
- Creating a Recurring Template
- Simple Items
- Estimate and Order Options
- Statuses Overview
- Line Items Overview
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Sales Articles
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Financial
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Set Up and Understanding Finances Articles
- Reconciliation Overview
- Cost vs. Price
- CoreBridge Financial Rounding
- Credit Line Options
- Bill of Materials
- Managing Chart of Accounts
- Establishing Default GL Accounts
- Payment Method Settings
- Payment Term Settings
- Cost Based Pricing
- Market Based Pricing
- Custom Pricing Tables
- Accounting Options
- Labor Cost Worksheet
- Integrated vs. Non Integrated Credit Card Transactions
- Account Mapping With Accounting Integration Software
- Assembly Pricing Methods
- Application and Management of Finances Articles
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Set Up and Understanding Finances Articles
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Components and Assemblies
- Components and Assemblies Articles
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Integrations
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Integration Articles
- Fiserv AUS - A CoreBridge Integrated Merchant Services Provider
- Fiserv US - A CoreBridge Integrated Merchant Services Provider
- Nexio - A CoreBridge Integrated Merchant Services Provider
- Listen360
- Google Calendar
- Microsoft Calendar
- Google Gmail
- Microsoft Outlook
- Stripe - A CoreBridge Integrated Merchant Services Provider
- QuickBooks Online Summary Sync
- Xero Summary Sync
- CoreBridge Tax Lookup
- TaxJar
- Avalara
- SanMar
- S&S Activewear
- CoreBridge's Integrated Merchant Service Providers
- Xero Detail Sync
- QuickBooks Online Detail Sync
- CoreBridge's Supported Accounting Integrations
- LoyaltyLoop
- Support Expectations for Accounting Integrations
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Integration Articles
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Documents and Reports
- Document and Report Articles
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Customer Portal
- Customer Portal Articles
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FAQ / Misc
- FAQ and Misc Articles
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Internal Information
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General Internal Articles
- CoreBridge Style Guide (2019+)
- Formula Reference
- Form Element - Example
- Variable Properties - Example
- Customer Success: Beta Scheduling
- ***WIP***Topics and Personnel
- Customer Import Questionnaire Form (Multi-Department)
- Material Import - Internal
- How to Import Customer List from QuickBooks Online
- Using the Question Channel
- Atlassian Jira Plus
- Loom Overview
- How to Schedule a Meeting
- Jira Roadmap Overview
- Franchise System Documents & Reports
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Support Articles
- Bug Reporting Process
- Feature Request Reporting Process
- Critical Yellow Reporting Process
- How to Find and Link Companies to Contacts
- Identify Who the Owner Is
- Set Up Filtered Views
- Forward Tickets
- Merge Tickets
- Add a Note
- Creating and Using Canned Responses
- Ticket Properties
- Search for Previous Tickets with Related Questions
- Search for Solution Articles
- General Customer Communication Tips
- Recreating an Error in a Test System
- Getting Permission to Make Changes in a User's System
- Obtaining and Entering Clover Connect Credentials
- Setting Yourself as a Watcher
- Absentify Overview
- V3: How to Process a Go Live Request: Support
- How to Handle Third-Party Inquiries
- How to Handle Support Tickets: A Step-by-Step Guide
- Instructional Design Articles
- CSM Articles
- Account Managers Articles
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General Internal Articles
Modified on: 2024-03-11 15:21:40 -0600