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How Do I Cancel My Account?
To cancel your account, the account owner sends us a request through the Contact Us form. Include your company name...
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How Do I Add Or Remove Users?
Each person in your company gets their own login, so you can see who did what and control what each...
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How Do I Add Custom Referrals?
Referrals are the choices in the How did you hear about us? menu on the customer form, so you can...
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How Do I Edit Data?
There are two ways to change what you've entered: open a record's edit form with the pencil icon, or click...
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How Do I Get Access?
Your company's admin creates your login and decides which pages you can open, so ask them for access. We can't...
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How Do I Export My Customer And Order Data?
You can download your customers and your orders yourself at any time, as a CSV or Excel file, from the...
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What Are User Groups And How Do I Use Them?
User groups decide what each person can see and do. You create a group, like Sales or Installers, choose the...
