Searching and Tags

Intro - Tags
Introduction Tags are a method of ‘tagging’ certain records, whether that be Clients or specific jobs (leads, preconstruction or construction). You a...
Thu, 12 Apr, 2018 at 11:28 AM
Intro - Bulk Operations
  There are various operations that can be carried out under bulk operations and they have been briefly described below. This will work on contracts ...
Thu, 12 Apr, 2018 at 11:29 AM
How To - Search Jobs
Job Inquiry The Jobs Inquiry allows for a variety of selection criteria to provide a list of jobs that meet that criteria. The main selection option ava...
Thu, 12 Apr, 2018 at 11:25 AM
How To - Export Job and Client information using Bulk Operations
Open Clickhome Click Search Fill out your criteria Click Run Press Select all Once all are selected, click Bulk Operations icon ...
Thu, 12 Apr, 2018 at 11:26 AM
How To - Bulk Operations to Change Supervisor / Sales Consultant / Contract Admin
    Change Supervisor / Sales Person / Contract Admin for multiple jobs: (This will have to be done in 2 Parts)       Part 1: You will have to ...
Thu, 12 Apr, 2018 at 11:28 AM
Video - Searching and Job List
Thu, 12 Apr, 2018 at 11:24 AM