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Freightools Knowledge Base

Configuration

Configuration

Last updated on 18 Jan, 2023

Articles

How to edit or create new EMAIL TEMPLATE?

How to edit or create new Activity?

How to create or edit an existing activity

How to edit or create PRINTOUT TEMPLATE?

How to create Evaluation Type Formula

How to create Evaluation Type Formula

How to invite partner contact to use Freightools portal

How to invite partner contact to use Freightools portal

How to check and restore Quick books connection

How to check Quick books connection

Company Admin permissions in Freightools

List of available menus for users with company admin role

Company operator permissions in Freightools

Menu for users with company operator role

Master data - Partners accounting information

How to update partner accounting information and what is the impact

How to set up a QUICKBOOKS account in Freightools

How to edit or create new Numbering Method related to Sales Proposals, Customer Shipments, Shipping Orders and Invoices?

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How to edit or create new EMAIL TEMPLATE?

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