Home Support Options My Company Request Information Partners Back Office Logout SI 5.2

Search Knowledge Base Keyword Search Search For Any Of Words All Words Exact Phrase Clear Knowledge Base Web View Total Records: 103 ID Title Type Of Article 694  QuickBooks Stop from retaining Last Logged-In User on Startup of QuickBooks How To 586  QuickBooks Multi-Client Management Solution for Renaissance Consulting Case Study 581  Property Management IT Services Increases Productivity for Realtor Case Study 730  Parallels Connection Mode Change How To 1106  Outlook Training Tips and Tricks Training Resources 204  Outlook Connection Status Window Support 222  Onboarding VMS check List New Client 723  Office 365 Appointment Feature Meeting Poll How To 273  Offboarding Checklist New Client 1028  New Feature for Quote Module ---- Quotation Expiration Notice: How To 221  New Customer: Billing, Collecting, Memorized Transaction Support 1177  MS365 Updates March 2022 Document 1144  MS Teams How To Videos Training Resources 132  MS Access System Resources Exceeded Error Support 1108  Microsoft Office Cheat Sheets Training Resources 223  Marketing Monthly Reporting Information Support 722  Managed Services Program Descriptions - Elite, Live, Guard How To 580  Managed Security Services recovers stolen medical equipment for client Case Study 592  Kaseya VSA Over Other Tools What it Means for Our Clients Case Study 411  Introduction to Meraki Cloud Managed Switches Workflow 113  Internet Explorer Slow Support 116  Install & Configure Sonicwall NSA 220 Lan Analyzer Software How To 569  Importance of Company Organizational Chart Company Policy 597  Hyper-Converged Threat Initiative IT Security Strategy Case Study 643  How To Find PC Name How To Add New  Records per page - 1 5 10 25 50  2 of 5    Engage Knowledge Base Web View         How To          Print Title New Feature for Quote Module ---- Quotation Expiration Notice:       Resolution You can now send an Official Expiration Notice for Quotes to clients. This can be very useful communication to clients whom are slow to respond.   When you click the "Expire this Quote" Button it process these items. Set Quote Status as Expired Set the Expiration Date Set a Status Notification Field as Quotation Expired Ask if you want to send a Notification to the Client If YES, then the attached Expired Quote Report will be created The Integrated Email will popup so you can send to the client with Expiration Notification     Vendor * Web Link Date Entered 3/4/2021 You Tube Link Type Of Article How To Article ID 1028

Copyright   Lietz Development, Inc. 1996. All Rights Reserved.

www.datatechitp.com