Posts by admin:
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 […]
Proposals: Add Templates to Worksheets
Posted on: 08 Dec 2022
A Template can be used to start a new Proposal or to add to an existing Proposal. As you can see in the image above, Templates are shown on the Bit Type dropdown as well as the create New Proposal menu.
Proposals: Field Type Calculation, Rounding
Posted on: 08 Dec 2022
There are three types of Calculated fields: Calculation, Hidden and Summation. All three have the same rounding options explained below. Round is the default option and it will properly round to two decimal places. The second decimal place will be rounded down if the third place decimal is a 0 – 4.The second decimal place […]
Recommendations and Best Practices for Maintaining a Positive Caller Reputation
Posted on: 30 Nov 2022
Maintaining consumer trust in the voice communication channel is critical. Consumers expect to receive wanted and personalized communications, while being protected from spam and unwanted calls. This guide provides updated best practices for maintaining a positive caller reputation. Why does caller reputation matter? Throughout the industry, there are continued and increasing efforts to reduce unwanted […]
How to Fix: Outbound calls blocked or labeled as spam or scam likely
Posted on: 30 Nov 2022
Table of Contents What is a nuisance call label? Customers who conduct legitimate voice business may notice that their outbound calls are getting marked with nuisance call labels, such as ‘Scam Likely’, ‘Spam’, ‘Fraud Risk’, ‘Robo Call’ or some variant based on an app, device or network. This can be frustrating, and could result in […]
Proposal Line Item Note Type
Posted on: 17 Nov 2022
There are three Line Item Type selections: Labor, Materials and Note.