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How to give different access to different people?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Steps for the same is as follows: Click on the Roles tab. Click on the Add Role button which is present in the top right-hand side of the page.     Here you need to add Role Name and give access to those persons as per your preference. Assign the rights, by selecting the desired check-boxes. Click Save. …

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How to embed web form on website or app?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Steps to embed web form on the website is as follows: 1. Add Form Location where the form will be embedded. 2. Click on Copy Code & paste in your Form URL.  



How do I set the default integration for my organisation?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Step to set default integration for the organisation is as follows: Click the Set Up button. Fill the details in the pop-up box Click on Save. Click on the Mark As Default link. Thus, that particular service will be set as default for your campaign.          


How do I add new tax group?

  • Updated on: February 15, 2019
  • Authored By: chiefex

You can add new tax group by clicking on the New Tax Group button, which is located at the top right-hand side of the page.  


How do I add new tax?

  • Updated on: February 15, 2019
  • Authored By: chiefex

You can add new tax by clicking on the New Tax button, which is located at the top right-hand side of the page.  


What is Payment due reminder?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Payment due reminder is a setting for your reminders to set in the Invoice section. You can change the setting as per your preference. For Example, How many days before you want the reminders to generate. You can also ON the SMS and Email section for the reminders to appear. Also, if you want, you can …

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What is Follow Up Reminder?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Follow Up Reminder is a setting for your reminders to set in Leads section. You can change the setting as per your preference. For example, How many days before you want the reminders to generate. You can also ON the SMS and Email section for the reminders to appear. Also, if you want, you can set …

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Where can I write the Annexure?

  • Updated on: February 15, 2019
  • Authored By: chiefex

You can write the Annexure in “Document Settings” for Quotation, Invoice, Packaging List, Delivery Challans and Purchase Orders. Steps for the same is as follows: Click on the Document Settings. Select the Quotation, Invoice, Packaging List, Delivery Challans or Purchase Orders tabs. In the Annexure section write the content. Click on Save button.  


Where can I write the Customer Notes?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Steps for the same is as follows: Click on the Document Settings. Select the Quotation, Invoice, Packaging List, Delivery Challans or Purchase Orders tabs. In the Customer Notes section write the content. Click on Save button.  


Where can I write the Terms and Conditions?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Steps for the same is as follows: Click on the Document Settings. Select the Quotation, Invoice, Packaging List, Delivery Challans or Purchase Orders tabs. In the Terms and Conditions section write the content. Click on Save button.      


How can I change the working hours of my organisation?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Steps for changing the working hours of the organisation is as follows: Click on the filed beside Working Hours. Un-check the box of Available 24 hours. Change the hours as per your preference.      


How do I change logo of my organisation?

  • Updated on: February 15, 2019
  • Authored By: chiefex

Steps for changing the logo of the organisation is as follows: Click on the button Choose a file. Select your logo.      


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