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Moraware JobTracker Knowledge Base

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Page: Account Detail View Page: Account email updates using a Job view Page: Account sales person Page: Accounts for walk-in retail customers Page: Activty Set Usage Page: Add edge profile pictures to job forms Page: Add holidays to the calendar Page: Adding a company logo Page: Adding a duration that's not in 30-minute increments Page: Adding a logo to every page Page: Adding an existing activity to a new process Page: Adding an upcharge to quotes Page: Adding Job numbers Page: Adding lead numbers Page: Adding more detail to serial numbers Page: Adding products to a price group Page: Add notes to the printable Purchase Order Page: Add payment terms to the printable Purchase Order Page: Add price list to multiple accounts at once Page: Add values to a form field Page: Adjusting the Height of a form field relative to other form fields Page: Alerts for jobs? Page: Allow Discount Option Page: Appointment change logs Page: Attached file types that print in packets Page: Automatically getting logged out Page: Automatically keeping a calendar view up to date Page: Auto-schedule based on job creation date Page: Barcode type on inventory labels Page: Calendar with assignees Page: Canceled jobs Page: Can I search for a supplier or filter the supplier page? Page: Change default calendar form on printable view Page: Change font on all form fields at once Page: Change font on printable quote Page: Change from text to list of values Page: Change header on quote Page: Change PO status to Not Ordered Page: Change product info for serial number? Page: Changes to reports over time Page: Change tax rate Page: Change text on quote Page: Change the account for a job Page: Change the cost of a remnant in inventory Page: Change the default page size on purchase orders Page: Change units of measure Page: Changing Data Type Page: Changing Job Detail View Page: Changing the order of a list of colors on a form Page: Changing the order of attributes on a product Page: Changing the order of job activities Page: Changing the order of job custom fields Page: Changing the time zone Page: Clear out inventory Page: Clear stored passwords in the browser Page: Collapse forms on job detail page Page: Color-code the calendar by the templater Page: Color-code value on job form Page: Copy prices from (None) when I add a product to a price list Page: Correct remnant size Page: Correct the color on a serial number Page: Could not start QuickBooks error on Windows Vista Page: Create a desktop shortcut Page: Create a summary form Page: Create a summary form that pulls information from other forms Page: Create a to-do list Page: Create in entire job phase Page: Create Mailing List Page: Creating a company logo file Page: Creating a grid to add to a printable form Page: Creating a single price group Page: Creating forms in all phases Page: Creating “Fill In” Forms Page: Customize the width of the calendar Page: Dealer’s Offer Upgrade Promotions - how do I get the quote to reflect the same. Page: Default Calendar View for Everyone Page: Delete a remnant Page: Delete a value from a job form field Page: Delete values from a form field Page: Delete values from my custom fields Page: Deleting Old Data Page: Deleting Quote Templates Page: Deleting sell products that are being used on quotes Page: Different colors from different granite suppliers Page: Discount a price list? Page: Discount for specific customer accounts Page: Display allocated material on calendar view Page: Does JobTracker work on a Macintosh? Page: Don't auto-schedule on holidays Page: Don’t default job address Page: Don’t display line item quantities on quotes Page: Duplicate activities on new jobs Page: Edit an old quote revision Page: Edit forms from the calendar Page: Edit price on quote Page: Email printable quotes and forms Page: Embedding forms Page: Entering existing remnant inventory Page: Estimated material cost is a range of numbers Page: Example view - Jobs needing repairs Page: Export to a spreadsheet Page: External User Access Page: Finding a numeric value Page: Finding late activities Page: Find service activities that haven’t been completed Page: Flag account for payment Page: Flag a job for payment Page: Get rid of old assignees Page: Getting logged out when using my Blackberry Page: Give user access to add colors on the fly on quotes and purchase orders Page: Give user access to add new values Page: Granite color, thickness, and finish Page: Have customer account information automatically show up in jobs Page: Have standard verbiage available on quote lines Page: Hide discount percentage and retail price on a quote Page: Hide prices on quotes Page: Hide the field label on a form Page: Hide total on quote Page: Hide URL in footer when printing Page: How can I email my pdf form from Chrome? Page: How do I add multiple columns to a shop view? Page: How do I exclude accounts from a job view? Page: How do I limit my calendar to only show installs? Page: How to change the order of the activities in a job template Page: How to make quote inactive Page: How to not repeat header and footer on every page of the quote Page: Include attached PDF's in a packet Page: Including files in packets Page: Inventory adjustment for a product that had zero quantity Page: Inventory Available View Page: Inventory Detail View Page: Is there a way to search by salesperson? Page: Job number sorts in a funny order Page: Jump to the issues section without scrolling Page: Leave blank space on job forms Page: Limit information printing in packets Page: Linking two jobs to each other Page: List jobs with open issues Page: List of quotes with their total dollar amounts Page: Maintenance Schedule Page: Make Account Inactive Page: Make all of my quotes have the same products and text Page: Make a supplier cost list inactive Page: Make the quote look like a contract Page: Mark material as consignment Page: Merging account information for 2 accounts Page: Modify a Form Page: Multiple assignees for a job activity Page: Multiple copies of the same form Page: No products available for selection on PO Page: Numbering contracts Page: Number of rows on the jobs page Page: Open maps in a separate window Page: Option to save My View, but not Shared View Page: Over-filled purchase orders Page: Packet picture size Page: Populating a job field with data from an activity field. Page: Pop-up calendar starts on the wrong day of the week Page: Prevent a session from being logged out Page: Prevent Quote address defaulting to Account Address Page: Print a price list Page: Print a quote attached file in a job packet Page: Print current date and time on form Page: Print forms in Basic Edition Page: Print information for installers Page: Printing Labels Page: Printing Labels for non-serialized products Page: Printing Quote Lines without prices Page: Print job issues from calendar Page: Print multiple pages of a report Page: Print PO without costs Page: Print PO without showing costs Page: Print quote packets as pdf Page: Print the calendar as it appears on the screen Page: Print the manual Page: Print the same form twice in a packet Page: Problems emailing PDFs from Google Chrome Page: Problems with built-in PDF viewer in Firefox version 19.0 Page: Product rounded to next sq. ft. Page: Pull email addresses out of Moraware Page: Question regarding quote total amount report Page: Quote form with just text for a packet Page: Quoting by color group Page: Remove names from the list of salespeople Page: Report of material to be ordered Page: Report of Monthly Sales by Salesperson Page: Report on Lead process Page: Report on quote creation date Page: Returns Page: Run a Promotion on certain colors Page: Search Appointments Page: Search for batch number Page: Search for info in Job Form section Page: Searching on List of Values fields Page: Search in v3.3 and later Page: See change log for deleted jobs Page: Selling Slab and deducting from inventory Page: Setting for users to delete accounts Page: Show calendar as default page Page: Showing appointments on the shop views Page: Showing job information on shop views Page: Show serial number details for allocated material Page: Show serial number on job form Page: Show times on my monthly calendar Page: Show Vacation Days Page: Sort quotes by who created them Page: Summary of JobTracker icons Page: Tax rate at account level? Page: To serialize or not to serialize inventory? Page: Total number of slabs used in a period of time Page: Track changes to quotes Page: Track conversion from a lead to a job Page: Tracking appointments in multiple locations Page: Tracking leads in Basic Edition Page: Tracking Square Footage Page: Underbidding jobs because I'm not charging for a second slab Page: Updating prices on quote templates Page: Usage of Form Sets Page: Users accidentally deleting records Page: Using measurement lines on quotes Page: Using multiple windows at once Page: Using Spell Check Page: View changes a user made Page: Viewing attached CAD files Page: Why can't I export to QuickBooks? Page: Why does my pdf download instead of open for viewing in Firefox? Page: Why is an appointment not showing up in my calendar view?