You can find the product (inventory) you’d like to edit in a few different ways. One is by entering the product name, or part of name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Products (Inventory) and any other record types that meet that criteria. Read more...
You can find the Package you’d like to edit in a few different ways. One is by entering the Package name, or part of name in the search bar, then hit the “Enter” key on your keyboard. Note: You do have the option to set which type of records you’d like to search within by Read more...
You can find the Template you’d like to edit in a few different ways. One is by entering the Template name, or part of name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Templates and any other record types that meet that criteria. Note: You Read more...
You can find the customer you’d like to edit in a few different ways. One is by entering the customer’s first name, or last name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Customers that meet that criteria. Note: You do have the option to Read more...
You can find the task you’d like to edit in a few different ways. One is by entering the task name, or part of name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Tasks and any other record types that meet that criteria. Note: You Read more...
You can find the product (inventory) you’d like to delete in a few different ways. One is by entering the product name, or part of name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Products (Inventory) and any other record types that meet that criteria. Read more...
You can find the Package you’d like to delete in a few different ways. One is by entering the Package name, or part of name in the search bar, then hit the “Enter” key on your keyboard. . Note: You do have the option to set which type of records you’d like to search within Read more...
You can find the Template you’d like to delete in a few different ways. One is by entering the Template name, or part of name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Templates and any other record types that meet that criteria. Note: You Read more...
You can find the customer you’d like to delete in a few different ways. One is by entering the customer first name, or last name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Customers that meet that criteria. Note: You do have the option to Read more...
You have the option to bundle a group of products available to customers by creating a Package within your Inventory. You can create a Package a few different ways. One is by clicking the “plus” sign in navigation, then selecting “New Package.” The other way is by clicking on “Inventory” in the navigation: And then Read more...