1place.cloud - User How To's

Help Topics Overview How to Add, Edit and Delete Tasks How to Add a New Task Record Adding Tasks Related to Customers Adding Tasks Related to Vendors Adding Tasks Related to Jobs Editing Tasks Deleting Tasks Task Records and Reports How to Create & Generate…

The Purpose of Test Mode Test Mode helps users LEARN how to do things in 1place by providing a way to enter practice data in 1place. Test Mode enables users to feel free to ADD, EDIT, or DELETE records--even in a LIVE database--without changing or accidentally…

Help Topics Adding New Users Editing Existing Users Deleting Existing Users Defining User Info Defining Other Settings Defining Email Settings Setting Up Module Security Other settings you will 'Allow' the User to Do Other settings you 'Do Not Allow' the…

Help Topics Overview of the Vendor Details Screen Vendor Details Screen - Common Tasks How to Add a New Vendor Record How to Add a New Vendor 'Contact' Record How to Edit a Vendor Record How to Find a Vendor Record How to Find Various Lists of Vendors How…