/
Implementation Overview
Implementation Overview
Implementing a new system and introducing new processes to your business is a significant change internally and a sizeable financial investment. Tangram consultants work closely with your designated project team to plan, build, train and implement WorkBook in key stages across the agency.
The articles in this section are designed as a reference to ensure accuracy and consistency when completing the data import sheets and to provide guidance around customisation options.
, multiple selections available,
Related content
Tasks > Create a Template Schedule
Tasks > Create a Template Schedule
Read with this
Price Quotes > Create a Price Quote
Price Quotes > Create a Price Quote
Read with this
System Variable 1172 - Allow creation of manual bookings in the past
System Variable 1172 - Allow creation of manual bookings in the past
Read with this
Time & Expense > Time Entry Methods
Time & Expense > Time Entry Methods
Read with this
System Variable 1179 – Prevent rescheduling of automatic bookings in the past
System Variable 1179 – Prevent rescheduling of automatic bookings in the past
Read with this
© Tangram 2022. All rights reserved.