Locations - Settings

Configuring Settings

There is a drop-down on the side-bar of most pages that you use to switch between each location. This drop down will allow you to select the location in which you would like to edit.

If you add a new Surface or Delivery Type or configure any setting, you'll likely need to do it for each location. Optional Fields, Statuses, and Email Settings (SMTP and IMAP) integration apply account-wide and changes on these pages will affect all locations. Everything else can be configured uniquely between your various account locations. For example you can have separate email templates, contracts, google calendars, delivery schedules, quote pages, etc. 

Is this article helpful?
0 0 0