• Dashboard
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      • Whiteboard Tab
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    • Mass Updating
  • Action Plans
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  • Logging in
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Search
Integrations/Tools
  • Proposal System
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  • Click to Copy
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  • SMS (Texting)
  • Text Editor
  • Tokens
  • Right-side Panel
Recent Posts
  • Proposals – Templates and Constants
  • Carrying Proposal Start & End Dates to Work Orders
  • Using Tags as a Trigger Condition
  • Setting Tags in Action Steps
  • History Notes Filter and Search

The Right-Side Panel is designed to get you the timely information you need.

It can be accessed by selecting any of the the following Icons that are located in the top right part of your screen

  • Notifications
  • Calendar
  • Announcements

Additional Topics

  • Notifications
  • Calendars
  • Announcements

Recent Posts

  • Proposals – Templates and Constants
  • Carrying Proposal Start & End Dates to Work Orders
  • Using Tags as a Trigger Condition
  • Setting Tags in Action Steps
  • History Notes Filter and Search

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