Related Articles
Upload a Document
How to Upload Documents Contact Module Open the module that you would like to upload documents in (Contact, Opportunity or Budget) Open the Contact, Opportunity or Budget to which you would like to upload a document. Click on Documents (located near ...
Interactive Budgeting. Homeowner View
How to View Your Interactive Budget (Homeowner View) Interactive Budgeting - Homeowner View Your client will need to open the email that they received from you when you "Shared the Budget for Live Tracking" Click here for information on "How to Share ...
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 ...
Support Ticket
How to Request Support Contacts Main Screen From any module Click on "Support" (located on the lower left-hand corner of the screen) You will be redirected to our Knowledge Base Knowledge Base Main Screen You can also enter the website directly into ...
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 ...