You can view the payment receipt for expense voucher by clicking on the Customer Name row.
Follow-Ups is a reminder to the lead through SMS or Email. The follow-up Reminder setting can be set or updated at the Reminders Settings page.
You can upgrade your plan by clicking on the Upgrade button.
Yes, you need to pay for each organization you create.
Yes, you can use ChiefEx on trial for 14 days.
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.… Continue reading How to give different access to different people?
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.
You can get the details at click here link which is present at the end of the description.
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.
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.