Configuring a template You can configure a template by going to: configuration/preferences/clauses Step 2. 1. List of templates From the…
Clauses in the modules 1. Adding a clause In the details of Contact/Candidate go to Clauses and select New clause.…
1. Changing clause's preferences When you click the Name button, a window with more details will appear. From here, you…
1. List of products In this part, you can define your standard products or services which you usually sell or…
1. Adding a product Adding a new item to the list is done by using the button called New product/service.…
1. Creating an offer You can add a new offer by clicking the New offer button. The form consists of…
1. Content of the offer This part of the form contains the following information: product/service name - you can select…
1. My scribbles In the next section, you will find a text editor for a personal scribbles. The content in…
1. Expenses list Each item in the list contains: name, vendor - the name of the vendor is a link…
1. Creating an expense The new expense form contains: expense name, expense category, vendor, dates, currency Vendor details A vendor…
1. Items amount of expenditure description (this field is hidden by default. To uncover it - the user has to…
With the WordPress plugin, you can create or download data from WordPress and transfer prospective customer information to Firmbee to…