cmzortman
New Contributor II
since ‎09-23-2022
‎12-12-2024

User Statistics

  • 5 Posts
  • 0 Solutions
  • 1 Kudos given
  • 5 Kudos received

User Activity

We recently discovered that we could send out estimates with the e-sign capability, however when our customer clicks the link to view the estimate, the picture that defaults is a light bulb! We would like to change that to our logo or a different pic...
We have two employees that use the chat feature daily. Is there a way to separate them so she can see her chats and I can only see mine? If not, it would be a great option in the future.
We use the create invoice tab on the customer level. Is there a way to make the invoice more detailed and not so generic?
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