Diligence
Auto‑Status & Milestones: Full Trigger Matrix
Summary: Configure system and template‑driven auto‑statuses for events like web submit, print proof, change/remove invoice/POD/proof, job type changes, invoice paid, and more; optionally auto‑update milestones. Quick answer Use Diligence Phrases and ...
Diligence Phrases: public vs. internal, email templates, milestones
Summary: Speed status entry, control what publishes, and trigger milestones with optional email templates. Quick answer Create reusable phrases; mark **Comment** to keep internal; map to phone app; set default email recipients and milestones. What ...
Add Status and Diligence from Dispatch
Summary: Log statuses/diligence, keep private comments internal, and add items in bulk. Quick answer Right‑click to add **Status** or **Diligence**; check **Comment** to hide from the client; use mass actions for multiple jobs. What you need ...