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Schedule Appointments
How to Schedule Appointments Contact Module Open the Contact (or Customer) that you would like to schedule an appointment for Click on "Appointments" (located near the bottom of the screen) Click on the "New" icon (located on the upper right-hand ...
Add Products to a Budget Template
How to Add Products to a Budget Template Please Note! In order to add products to your budget templates you MUST have previously added your Brands & Discounts into the DesignAlign program. This will allow our Global Product Catalog to display ONLY ...
Add Job Sections to an Existing Budget
How to Add Job Sections to an Existing Budget Budget Module Open the Contact (or customer) Open the Opportunity Open the Budget Click on "Edit" (located to the right of Job Sections) Click on "Add" Enter in the new Job Section Name Using the ...
Add Custom Products to a Budget Template
How to Add Custom Products to a Budget Template Please Note! In order to add products to your budget templates you MUST have previously added your Brands & Discounts into the DesignAlign program. This will allow our Global Product Catalog to display ...
Brands & Discounts
How to Add/Edit Brands & Discounts Brands & Discounts From any Module Click on "Administration" (located on the left-hand side of the screen) Click on Brands and Discounts (located towards the bottom of the page) To Add Brands to your Global Product ...