by Kelcy Modrynski | May 3, 2022
Startly was built with the goal of being easy to use and providing the operational controls needed to successfully manage your organization! Global Settings is home to configuration settings that apply globally to all Team Members, Customers and...
by Kelcy Modrynski | Mar 9, 2022
Overview Within the Customer profile screen, the first set of content is the Customer Details card. On this card you can manage the basic information regarding a customer. Customer Details Card Editing Customer Details The Customer Details card is displayed as...
by Kelcy Modrynski | Mar 8, 2022
Selecting a customer from the Customer List screen takes you to the Customer Profile screen. The Customer Profile screen contains a series of cards that organizes and presents all of the key information for a customer.This screen contains the following detail cards:...
by Kelcy Modrynski | Mar 8, 2022
EDIT ICON Look for the Edit icon to make changes to details in the card. asdfasf asdfasdf asdf asdfasdf asdf asdfasd fasef asdfasdfasdf asdfasdf asdf asdf asdf asdf asdf asdf asdf NOTE: Access to the Customer Details screen is limited to Administrators....
by Kelcy Modrynski | Mar 8, 2022
Within the Project Details screen, the Documents card allows you to retain all important documents related to this customer. Maintaining and associating your documents for each customer allows your team to better manage their service delivery obligations by presenting...
