OnSite / System Basics: Basics for Using OnSite Answer: Review video below, which will show you how to use all basic features in
OnSite System Basics
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OnSite / System Basics: Contacts and How to use Them. Answer: Contacts are people that are related to Customers, Marketing Prospects, and Vendors. Contacts have additional information linked to them including ...
OnSite / System Basics: Emails and Messages in OnSite Answer: OnSite can send emails directly out from the system. This can be done from many areas and is useful for ...
OnSite / System Basics: How can I change my User Preferences? Answer: Each User has the ability to have their own preferences for how they view the system and how they store ...
OnSite / Customers: How to Add and Edit Customers Answer: Customers can be added and edited directly from the "Customer" section or on-the-fly while entering a sales order in the ...
OnSite / Quotes: How to generate a quote. Answer: A Quote provides a prospective buyer with a list of the products and services they would like to purchase, along with ...
OnSite / Customers: How To Use Activities Answer: Activities record a "touch" or other contact you might have with Customers, Vendors or other contacts . Activities are universal, and ...
OnSite / Inventory: Inventory Overview and Setup Answer: These resources will help you to understand an overview of the OnSite inventory system, how it works and how to ...