Configuration
Last updated on 18 Jan, 2023
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?