Display

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…

Comments Off on New Recurring Invoice

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"…

Comments Off on New Quotes

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.  

Comments Off on Direct Email and Phone contact

End of content

No more pages to load