Updating logos on all emails To update the logo to appear on all email communication, click on your team icon in the top left hand...
How to create an Estimate Template Creating Estimate templates can streamline the process for your Arrangers. Navigate to finance in the left hand menu of CRM,...
Basic Email merge tags Generic tags:[[entity:id]] – The id of the entity this email is being sent from. User:These merge tags are generated from...
How to add an asset – e.g vehicle In the main left hand menu of CRM click on Resources > Assets > Add new. Click on default, choose...