Posts by admin:
Proposal Additional Delete Options Added
Posted on: 02 Feb 2023
The following delete options have been added to Proposals.
Proposals: Show Contact’s Company Name in Quote Header
Posted on: 02 Feb 2023
First the Client Company should be checked in Proposal Preferences. Then it will show in the Quote Header
Contact List All: letters indicate Contact Type
Posted on: 02 Feb 2023
When displaying Contact List “All”, the system will put a new column in the Contact List with the first two letters of the Contact Type to help you keep them separate.
Contact Profile: Wrong Number
Posted on: 02 Feb 2023
When working in the Contact Profile, and it is discovered that the phone number is wrong, there is a one-click button to handle this. When the Wrong Number button is click the system will:– replace the current phone number with 555-555-5555 and– generate a History Note with the original number and the replaced number– turn […]
Notifications: Restore form Archive
Posted on: 02 Feb 2023
If a Notification has been archived, it can be restored to the active list by clicking the Restore Icon found in the Notification Settings Archive List
Notifications: Payment Entered vs Received
Posted on: 02 Feb 2023
Payment Received occurs when the Contacts pays an invoice. Payment Entered occurs when a User inputs a payment from the Proposal Overview Tab
Proposal Settings – Share Quote Type
Posted on: 05 Jan 2023
You can choose to share “Quote Types” down your organizational structure. Simply go to the Other tab under Proposal Settings and click any Gray Arrow. That will tell the system to share that Quote Type with subaccounts. A green arrow means that the Quote Type has already been shared. (See image below.)
Support Questions
Posted on: 21 Dec 2022
Existing Customer should refer to the lower left corner of your ClientTether pages, there you will find the name, email and phone number for you first line of Support. Existing customers you can also call: +1 801-823-4737. For pre-sales questions please call: +1 385-332-8144.
SendJim Add-on
Posted on: 13 Dec 2022
SendJim is a direct mail delivery system that makes Direct Mail a breeze. And now it is custom Add-on available in your ClientTether. BEFORE using this feature in ClientTether you must have an account with SendJim also. To learn more please watch this video:
Proposals: Duplicate Bid Type and Line Items
Posted on: 08 Dec 2022
The duplicate options allows the User to quickly add similar Worksheet elements like whole Bid Types or individual Line Items. Duplicating a Bid Type puts the new Bid Type immediately below the current Bid Type with all the associated line items. Duplicating a Line Item puts the new item immediately below the current line item […]