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Tag: SOM

  • 1
    Estimate to Sale
    4 years ago
    Zack
    open0
    We utilize SOM and estimates. When an install estimate is accepted we will typically turn the estimate into an invoice to bill the customer as Aptora training says. But when a customer comes in to pay... Read more...
    EstimatesSalesSOM
  • 16
    Add Department as Required Field for Customer and SOM
    5 years ago
    Robert
    completed2
    We want to be sure we are adding departments all over the software to take advantage of what we read regarding the dashboard system. Departments are very important. In Preferences > Customer:Job... Read more...
    Required FieldSOM
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