Task Management & Workflow
Simple View Toggle for Bookings
The Simple View toggle for bookings is a feature that allows you to switch between the standard booking view and a simplified interface. The simple view is designed specifically for cases such as ad hoc or external purchases, showing only the most ...Advanced Booking Details Feature
I. Advanced Toggle Added to Line Items The Advanced toggle is a setting in the Line Items section of a booking that, when turned on, activates the Advanced Booking Details feature. This feature allows you to view and manage detailed information for ...Complete Client Exit
What it means for Clients to be "Exit Initiated", "Exit Processing", and "Exit Completed" In contrast to the Commence Exit Process article, this article highlights frequently asked questions regarding each of the Client Status pertaining to ...
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