All Collections
Company Settings/Staff/General
Help with setting up your Staff, document wording, headers, footers etc.
S
Dashboard Overview
Dashboard (Customise View)
Pricing Rules (Set Default - Edit)
Invoice Settings (Set Defaults – Edit)
Quote Settings (Set Defaults - Edit)
Payment Terms (Set Default - Add - Edit)
Inclusions and Exclusions (Tags) (Set Defaults - Add - Edit)
Email Templates (Set Default - Enter - Edit)
Email Sending
Email Tracking and Activity
Email Deliverability
Document Presets (Enter-Edit)
Company Logos (Upload - Change)
Company Logos and Signatures (Make)
Company Files (Available Attachments for Emails)
Company Files (Available for viewing at Katipolt Mobile App)
Forms (Build - Publish - Allocate)
Forms (Structure/Data Elements)
Forms (Available Attachments for Emails)
Timesheet Codes (Add - Edit)
Pricing Rules (Add – Edit)
Brands (Set Default - Edit)
List View (Set Default Views)
List Views (Filter to Customise - Reports)
Feeds - Discussions