We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will b...
To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts.
To cre...
If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s....
Go to the customer profile and click on the tab you want to export data eq. invoicesSelect status or just leave it All and click Submit. All invoices ...