New Recurring Invoice
On the main client view, you tap or click on "Invoice" At the top of the Invoice display, you tap or click on "New Recurring Invoice" Choose the Invoice initial…
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September 21, 2020
Display
New Quotes
New Quotes are added from the main client display. After adding a new quote, the Quote is available on the CRM section of the specific client The "Order by Data"…
September 21, 2020
Direct Email and Phone contact
Under the ALL screen display, you can directly send an email or make a phone/voice call by tapping or clicking on the client data/information directly.
September 21, 2020