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2:08

Assign a Project Leader

Projects

Assign a Project Team Leader or Project Manager to a Project

3:36

Create Customer Change Order (CCO) from Project Orders tab

Projects

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

3:06

Create Internal Change Order (ICO) from Project Orders tab

Projects

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

2:44

Email Options for Live Data Reports (Schedule LDRs)

General,

System Admin

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

1:02

Create Schedule of Values (SOV)

Projects

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

5:20

Deficiency Management

Service

Track a deficiency that can be linked to a Call, Product and/or Product Detail, quote and/or order...

1:54

Solutions360 External User Feature Voting

Solutions360 External User: Feature Voting (available by invitation)

59:59

23.02 Webinar: Highlights

Webinars

Overview of the highlights for the v23.02 release including Quote Revision Control/Comparison, Sales Bookings enhancements, Sales Opportunity Forecast Probability, Branch/Dept enhancements, Optional Integrations (beta): Cloud Storage, Credit Card processing on Service Calls, Ask Q, QForms. Recorded on Dec 13, 2023.