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Contacts
How do I import or export my contacts?
How do I manage business contact categories?
7 articles in this category
Notes
How to view a note?
How to edit a note?
3 articles in this category
CRM
How can I manage work order statuses?
How can I manage prospect statuses?
11 articles in this category
Billing
How can I configure Stripe?
How can I manage payment terms?
10 articles in this category
Quotes
How can I manage the email template used to send quotes?
How to download a quote as a PDF file?
5 articles in this category
Tasks
How can I manage task statuses?
How can I manage task priorities?
8 articles in this category
ClockEase
How can I manage the time intervals used by the module?
How can I manage user information and their clock-in/clock-out schedules?
4 articles in this category
Phone
How can I manage the system phone numbers?
How to check voicemails?
4 articles in this category
Fleet Hub
How can I view and manage mileage by service and brand?
How can I manage the service types used in vehicle maintenance?
11 articles in this category
Cybix AI
How to use Cybix AI?
1 article in this category
Chat
How can I customize the chat colors?
How to add a user to the chat?
3 articles in this category
System
How do I manage notifications?
How do I view active sessions on my profile?
16 articles in this category