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How do I add a customized contract to the reports menu
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I've created a new customized hybrid contract (titled "Delivery Confirmation". How do I add it to the list of choices in the reports menu? I am also struggling with inserting fields into a table as well as using the wingdings font to add special characters like a check box.
There isn't a way to add this to the reports menu right now, but there likely will be soon. At this time, you can only print off the active contract and a packing list via this tool.
The templates are all HTML. Wingdings is a preparatory font from Microsoft.
Here is a page where you can copy and past a unicode box.
There isn't a way to add this to the reports menu right now, but there likely will be soon. At this time, you can only print off the active contract and a packing list via this tool.
The templates are all HTML. Wingdings is a preparatory font from Microsoft.
Here is a page where you can copy and past a unicode box.
I've read somewhere that you would create a report or a form for a fee ... are you able to do this for me?
I've read somewhere that you would create a report or a form for a fee ... are you able to do this for me?
I'm not sure what you're referring to. Do you have an example of exactly what it is? Is "delivery confirmation" like a sheet that the delivery driver uses to mark their checklist off with? If so, you could just append it to the packing list and print both together, right?
I'm not sure what you're referring to. Do you have an example of exactly what it is? Is "delivery confirmation" like a sheet that the delivery driver uses to mark their checklist off with? If so, you could just append it to the packing list and print both together, right?
We most definitely need an option to print several contracts from the leads screen
The drop down function is there we just need an option to add our templates to the drop down menu like maybe an add to menu checkbox
We most definitely need an option to print several contracts from the leads screen
The drop down function is there we just need an option to add our templates to the drop down menu like maybe an add to menu checkbox
I've put the request in. Contracts are an area that we want to give some attention too.
I've put the request in. Contracts are an area that we want to give some attention too.
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