Category: Settings

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… Continue reading What is Follow Up Reminder?

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.  

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.  

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.      

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.      

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