When creating quotes, invoices or jobs, you might need to fill in the Broker details. As with Customers Companies etc, the details of a Broker can be captured once and selected as required.
In this video we show you how easy it is to add a new customer, change an existing one or delete a redundant one.
Adding Brokers
When creating quotes, invoices or jobs, you might need to fill in the Broker details. As with Customers Companies etc, the details of a Broker can be captured once and selected as required.
In this video we show you how easy it is to add a new customer, change an existing one or delete a redundant one.
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