Company Settings/Staff/General
Help with setting up your Staff, document wording, headers, footers etc.
By Simon and 1 other2 authors43 articles
- Staff (Add – Edit)
- Staff Normal Working Hours (Enter Default - Edit)
- Staff Roles/Permission Levels (Add - Assign - Edit)
- Staff Access Level Desktop (Allow - Remove)
- Staff – Certificates – CoC/ESC Multiple Registration Classes (Add – Edit)
- How to reset your Microsoft password
- Staff – Email Username (Office Staff Selection)
- Staff - Change or Remove an Email Username
- Staff - Re-use Email Username
- Staff (Remove)
- Dashboard Overview
- Dashboard (Customise View)
- Pricing Rules (Set Default - Edit)
- Fixed Pricing (Products - Kitsets)
- Invoice Settings (Set Defaults – Edit)
- Quote Settings (Set Defaults - Edit)
- Visbuild Settings (Set Defaults - Edit)
- Payment Terms (Set Default - Add - Edit)
- Inclusions and Exclusions (Tags) (Set Defaults - Add - Edit)
- Email Settings Templates (Enter - Edit)
- Email Themes (Set Default)
- Email Sending & Replies
- Email Tracking and Activity
- Email Deliverability
- SMS Messaging and Templates (Enter - Edit)
- Document Settings Presets (Enter - Edit)
- Sales Presets (Add Bank Account Name)
- Quote Theme Layouts (Set Default)
- Invoice Theme Layouts (Set Default)
- Company Branding (Upload - Change)
- Company Branding and Signatures (Make)
- Company Files (Available Attachments for Emails)
- Company Files (Available for viewing at Katipolt Mobile App)
- Forms (Structure/Data Elements)
- Forms (Create - Publish - Allocate)
- Forms (Available Attachments for Emails)
- Timesheet Codes (Add - Edit)
- Pricing Rules (Add – Edit)
- Brands (Toggle "On" - Set Default - Edit)
- List Views (Set Default View)
- List Views (Filter to Customise - Reports)
- Discussions/Comments/Notifications
- Picklists (for Jobs Stages)