Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Once enable activity access is checked, a new activity access tab appearsSelect the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices

...

  • Go to the settings module > price lists & activities > select price lists 

  • Select the price list you wish to manage activity access on

  • Click the enable activity access box

  • Once enable activity access is checked, a new activity access tab appears

  • Select the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices

...

  • Go to the settings module > price lists & activities > select price lists 

  • Select the price list you wish to manage activity access on

  • Click the enable activity access box

  • Once enable activity access is checked, a new activity access tab appears

  • Select the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices

...

  • Go to the settings module > price lists & activities > select price lists 

  • Select the price list you wish to manage activity access on

  • Click the enable activity access box

  • Once enable activity access is checked, a new activity access tab appears

  • Select the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices

...