All you need to know about sending clients emails from WinServe
All you need to know about sending clients emails from WinServe
This video includes the basic auto emails for Order confirmation, job completion, and invoice completion as well as the contact email lists. https://youtu.be/kk0XKY3UwsY
For those firms that receive orders from their clients in CSV files or excel files, we have a solution to quickly import those orders into our system. With a basic level of knowledge of microsoft Excel and your system, you can save hours of input ...
1. First create a Recorder Job All you need to do is put in the information for the requesting customer and the recorders office. When this is done click “OK”. 2. Attach the documents you would like to eRecord to the work order. When finished click ...
The A/R program has the ability to dump a client's account to Excel by following the steps outlined: Pull up the client account by typing the client number in the upper right corner and typing return: Next click dump listview on the miscellaneous ...
WinServe Mobile requires phone permissions in order to operate. Follow the guide below to make sure your Android phone is configured properly. Make sure that WinServe has permissions to access your location, camera and local storage (for images and ...