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13. Job on Hand Value
Job Costing>Reports>Reports List Job on hand value will give you the value based on either cost ...
12. Projected Values
Job Costing>Reports>Reports List This report is the same as the above report except that this co...
11. Projected Values
Job Costing>Reports>Reports List Job No Status Date From and To Se...
10. Job Grouping Report
Job Costing>Reports>Reports List Job grouping report allows a selection to view quantity, cost o...
03. Quote and Job Status Report
Job Costing>Reports>Reports List Report displaying Job related data based on quote selection cri...
02. Job Quote Detail Report
Job Costing>Reports>Reports List This report shows quote details in various status levels with c...
72. Invoiced Accounting WIP Cost Difference
Job Costing>Reports>Reports List Job No Status Region Division ...
Job Lines to be Invoice
Job Costing>Reports>Reports List Job No Debtor
Add Support Log Task
To edit or add a new support log task follow this path CRM Module >Configuration >Support log ...
Support Form Search
This is where the user creates a new Website Support Form or search for an existing one. If you ...
Add Website Support Groups
This is where the user adds or edits a Website Support Group. CRM Module> Configuration> Website...
Add Interactions Types
Video Training Manual 2016 - Click Here This is used to make notes of different types of custom...
Interactions Types Search
Video Training Manual 2016 - Click Here This is where you search for an existing interaction typ...
Memo Search
Memo is used to keep track of communication CRM Module> Activity> Memo Search Document ...
Add Pre Inspection Check List
Check List Group This help document describes how to create and maintain a Pre Inspection Check...
Pre-Inspection Check List Search
Allows the user to search, add, edit and delete pre-inspection checksheets CRM Module> Activity>...
Book In Search
Allows the user to search, book in, edit, create quote and book out CRM Module> Activity> Booki...
Alert Search
This is where you search for active an inactive alerts CRM Module> Activity> Alert Search ...
Add Alerts
Alerts allow an automatic pop-up to occur when selecting a specific customer, supplier, stock ite...
Expenses
Expenses are used to process claims for reimbursement. Expenses help with accurate and timely ex...