Notes & Activities

Intro - Appointments and Reminders
Appointments and Reminders allows the users to track and record communication with the client, as well as configure times for appointments, and reminders of...
Wed, 28 Feb, 2018 at 1:47 PM
Video - Notes and Activities
Thu, 5 Apr, 2018 at 1:57 PM
How To - Remove Sticky Notes
Open the Contract details from the left side tree. Select Notes & Activities. Select the required note.  (only notes entered in this contract can b...
Thu, 5 Apr, 2018 at 2:00 PM