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Search
Database
Companies (Customers)
QuickLook Panel – Shortcuts
Create / Import / Link Client Company
Company Locations
Company Contacts
Notes in the Action panel
MYOB – Locations and Contacts
Xero – Locations and Contacts
Contacts
Summary Boards with Custom Views (Reports)
QuickLook Panel – Shortcuts
MYOB – Locations and Contacts
Xero – Locations and Contacts
Company Contacts
Vendor Contacts
Vendors (Suppliers)
QuickLook Panel – Shortcuts
Create / Import / Link Vendors
Vendor Locations
Vendor Contacts
Notes in the Action panel
Xero – Locations and Contacts
MYOB – Locations and Contacts
Sending Purchase Orders to Vendors
Items (Products & Services)
Product Identification Masking
Items – The Product Catalogue Page
Create/Add Items to Your Catalogue
Create an Adhoc Item
Edit an Item
Compose – AI Generated Product Description
Main
Database
Category – Database
Companies (Customers)
QuickLook Panel – Shortcuts
Create / Import / Link Client Company
Company Locations
Company Contacts
Notes in the Action panel
MYOB – Locations and Contacts
Xero – Locations and Contacts
Contacts
Summary Boards with Custom Views (Reports)
QuickLook Panel – Shortcuts
MYOB – Locations and Contacts
Xero – Locations and Contacts
Company Contacts
Vendor Contacts
Vendors (Suppliers)
QuickLook Panel – Shortcuts
Create / Import / Link Vendors
Vendor Locations
Vendor Contacts
Notes in the Action panel
Xero – Locations and Contacts
MYOB – Locations and Contacts
Sending Purchase Orders to Vendors
Items (Products & Services)
Product Identification Masking
Items – The Product Catalogue Page
Create/Add Items to Your Catalogue
Create an Adhoc Item
Edit an Item
Compose – AI Generated Product Description