You can create a proposal from multiple places on the platform. From within the Customers Tab, in the CRM section: Select the customer the proposal is related to This will then bring up a page with all of their details on In the top right corner ...
This video will show you how to set up your Company Settings, including: - Company Details - Shipping Addresses - Team Members - Departments - Access Permissions - Refer a Friend
Specifi will automatically generate a single subnet IP table for all normal proposals and projects. The Network IPs tab can be found within 'System Settings', it is where we setup the category names for our IP based equipment, and where we setup the ...
To set up your Company Holidays, click on the ‘Time Management’ tab on the left hand menu Within this tab click on ‘Holidays’ If you haven’t set up this tab previously, a setup wizard will appear - click to begin In the wizard you can set your ...