Cloudfront Web Portal Prerequisites Admin Settings Define Collab Masters Set Labels and Defaults CFx Customer Portal Settings on Web In the GreeneStep BackOffice Source Master...
Menu Path: Purchases > Purchase Quotation > New Purchases Quotation > Create Convert Purchase Quotation to Purchase Order Menu Path: Purchase > All Purchase Quotation > Select...
Create a new SQ template “Parts Needed” and create a sales quote to assign to a “Technician” as the Sales Rep Update line item ( parts needed) or Notes...
Menu Path : Collaboration > Project Analysis > Select the Project > Go Check the project status with related Task and Transaction details