Outside Sales PLT : How to use Live Chat in Sandy (Video)?
Live Chat is available in Sandy. Check it out! Click the below link to view the video. Your browser doesn"t support video. ...
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Outside Sales PLT :How do I use the virtual assistant - Sandy?
Welcome to Sandy! She is our virtual assistant. She can help you with a sturdy search options and dynamic help articles to your requirements. ...
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Outside Sales PLT : How to change address in Transmittal Letter in submittal package
Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on...
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Outside Sales PLT : How To Change Document Setup Setting for Submittal Package?
This article helps the user to change document Setup Setting. Login to COMPAS Go Open the quote From Actions menu, select "Submittal...
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Outside Sales PLT : How to edit submittal cover page title?
Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on...
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Outside Sales PLT : How to generate Submittal Package for selected line items?
Create a Project 2. Add Products to the Quote 3. If users wants only specific lines to show up in the Submittal Package,...
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Outside Sales PLT : What do the icons in the Submittal package do?
The Submittal icons provide to the user the ability to manage content. 2. Submittal Custom View.
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Outside Sales PLT : How to use the submittal package? [Video 12 Min]
The Submittal Package in COMPAS Go is a great tool to manage the content of your Submittal Package! Click the below link to view this...
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Outside Sales PLT : How to export/import configuration template library in OE tool?
Instructions on how to Export/Import configuration template library. Go to COMPAS Go and Load ICR/IICR configuration in OE Tool ...
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Outside Sales PLT : How to export BOM data into excel file from Manage Order?
This article explains the steps for generation of BOM Export in manage orders. 1. Login into COMPAS with valid credentials 2. Click...
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