integrate Tutorial Friday 24th June
Date and time
Location
Online event
EndtoEnd online Tutorial
About this event
Tutorial session open to both our existing and potential users who want to find out more about how to use features in integrate
In this session we will cover;
CRM Functionality Updates
- Order tagging. Additional functionality.
- Xero integration. Invoices to be created can now be selected individually. Plus further configuration adjustments requested by users.
Quote Presentation
- Internal and external view for quote diagrams. Giving grater clarity on designs, openings and colours.
Drawing Board Updates
- "Survey by” checkbox on drawing board. Enabling customers to specify whether company or customer will survey and supply final sizes. (Can also feed into pricing).