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CostCertified Fundamental Skills
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Creating and updating sales tax / VAT
Troubleshooting
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Indexing issues: some items/clients/invoices etc are not appearing or do not appear correctly or are out of sync
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Dropdown/select options are not displaying expected options, or is showing a number instead of a word
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Font-sizing, zoom for visual impaired causing items to be cut-off or out of margin
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Laggy/slow while building items and assemblies in a quote
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"That quote is no longer available to view. Please contact your contractor to make it available" or "You are not permitted to see that quote"
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The background image on my proposal doesn't look right
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Browser Issues
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Clearing browser cache and cookies
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Resolving undelivered emails to a customer
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Rolling back quotes or other items
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Unable to add specific items to a proposal
Assembly building strategies
Project details and settings
User, groups and permission management
Client management
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Leads and lead forms
Vendor payments
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Quick-start guide
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Exporting for Sage Accounting Software
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Client Chat
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AutoCost
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Adding Selection Items to Your Estimate & Proposal
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Searching for Users or Sales People Using Pipeline & Getting Reports
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Troubleshooting articles
Accepting invoice payments through CostCertified
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How-to articles
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Troubleshooting
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Troubleshooting
Mike OB (Unlicensed)
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Mike OB (Unlicensed)
Dec 14, 2020
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Mike OB (Unlicensed)