Docs & Help

Customers

9

• New Customer
• Customers Registration
• Customer Overview
• Exporting Customers Inv/Est/Pay To ZIP
• Customer Reminders
• Reports
• Send Contact Set Password Link
• New Customer Contact
• Customer Admins
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Leads

8

• Create New Lead
• Lead Sources
• Lead Statuses
• Using Leads Kan Ban
• Assign Lead To Staff Member.
• Lead Activity Log
• Convert Lead To Customer
• Generate Lead Report

Contracts

4

• New Contract
• Renewing Contract
• Contract Expiry Notification
• Contracts Templates

Support Tickets

12

• Open Ticket From Admin Area
• Email Templates
• Priorities
• Statuses
• Change Ticket Status Without Making Reply
• Predefined Replies
• Knowledge Base Link
• Maximum Ticket Attachments
• Allowed File Extensions
• Private Staff Notes
• Translating Ticket Priorities And Ticket Statuses
• Ticket Services
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Sales

5

• Create Proposal
• Converting Proposal To Estimate/Invoice
• Sending Proposal To Customer Or Lead
• Proposal Expiration Reminders
• Link Estimate To Project

Expenses

5

• Record Expense
• Billable Expense
• Converting Billable Expense To Invoice
• Creating Recurring Expense
• Expense Reports

Goals Tracking

1

• Goals Tracking

Surveys

7

• Sending Surveys
• Including Mail List Custom Fields
• New Survey
• New Survey Questions
• Viewing Survey Results
• Sending Survey To Mail Lists
• Creating Mail Lists

Projects

8

• Manually Linking Invoice To Project
• Timesheets
• Creating New Project
• Finance Overview
• Invoicing Project
• Project Activity
• Disallow project members to see all project tasks
• Pin Projects

Tasks

6

• Bill Tasks
• Linking Task To Features
• Recurring Tasks
• Add Task Assignees
• Task Timesheets
• Copy Task

General Information

2

• Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
• How totals are calculated

Common Issues & Troubleshooting

1

• Tables Are Not Loading