Katipolt

Simon Wilson

Austin Rasmussen

Help with setting up your Staff, document wording, headers, footers etc.

Company Settings/Staff/General

Staff (Add – Edit)

How to enter the Companies Default Normal Working Hours and edit for the individual Staff Member

Staff Normal Working Hours (Enter Default - Edit)

How to add, assign or edit Roles to set Staff Member permission levels

Staff Roles/Permission Levels (Add - Assign - Edit)

How to allow or remove Staff Member Access to Katipolt Desktop

Staff Access Level Desktop (Allow - Remove)

Need to reset your password for your Microsoft account?

How to reset your Microsoft password

How to change a Staff Member Email Username

Staff - Change Email Username

Staff (Remove)

Staff

How to manage your Dashboard to keep Tidy

Dashboard Overview

Customise the Dashboard to suit what you want to see when you land

Dashboard (Customise View)

How to set the Default Pricing Rules at Company Settings

Pricing Rules (Set Default - Edit)

How to set the Invoice defaults, including Bank Account and GST number for displaying on Sales Invoices

Invoice Settings (Set Defaults – Edit)

How to set the Quote defaults, including the default Send and Follow Up Dates for a Quotes

Quote Settings (Set Defaults - Edit)

Quote - Layouts (Set Default)

How to select or add new Payment Terms for use on Invoices or Quotes

Payment Terms (Set Default - Add - Edit)

How to Set Defaults or Add an Inclusion and/or Exclusion (Tag)

Inclusions and Exclusions (Tags) (Set Defaults - Add - Edit)

How to enter and set the default Email wording of Emails

Email Templates (Enter - Edit)

Email Themes (Set Default)

Email Sending

How to track and view your Email Activity

Email Tracking and Activity

Why emails are going to spam and what you can do about it

Email Deliverability

How to set up Document Presets (Layout, Wording and Display) that can be used for Quotes, Sales and Order Documents

Document Presets (Enter - Edit)

How to upload or change your Company Branding (Banner or Logo)

Company Branding (Upload - Change)

How to make a Company Banner or Logo Image and a Signature Image to upload

Company Branding and Signatures (Make)

How to add Files so they are available as attachments to emails

Company Files (Available Attachments for Emails)

How to make Files (documents, photos and plans) available to view on the Katipolt Mobile App

Company Files (Available for viewing at Katipolt Mobile App)

How to build a Form from scratch or using a Template

Forms (Build - Publish - Allocate)

Forms (Structure/Data Elements)

How to make Forms so they are available as attachments to emails

Forms (Available Attachments for Emails)

Timesheet Codes (Add - Edit)

Pricing Rules (Add – Edit)

How to Set the Default Brand and Set Brands that can be seen in Dropdowns

Brands (Set Default - Edit)

How to set your Default Filters and Columns view of List Views

List View (Set Default Views)

How to Filter Lists to Customise List Views then Save OR Download as Reports

List Views (Filter to Customise - Reports)

How to internally communicate and have work/job related discussions

Discussions/Comments

How to Add, Enable, Un-enable or Rename options to Job Stage Picklists

Picklists (for Jobs Stages)

Help with setting up your General Business Settings

General

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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