Related Articles
Pet Profile: Create New
This article will cover: Creating new pet profiles Searching for pet profiles Use cases for pet profiles Creation of New Pet Profiles In Contacts, click 'Create' and select 'Pet' as the profile type. Select the type and breed from the list (these are ...
Pet Profile: Converting Existing Contacts to Pet Profile
This article will cover: Converting an existing contact to a Pet Profile Convert Contact to Pet Profiles Open the contact record to convert and click the paw symbol in the upper-right of the profile. When prompted, click yes to convert to a pet ...
Aircraft Profile Tab
This article will detail: The functions of all data entry points within the Aircraft Profile tab ACCESSING THE PROFILE Go to: My Company > Aircraft > [select aircraft] > Profile tab. Account(s) An aircraft may be associated with one or any number of ...
Setup Quote Pricing (Contracts)
Setup multiple rates (contracts) on the aircraft profiles and/or the account records. Each contract created on the aircraft profile can encompass owner payback details, which drives the profit percentage in the profit analysis within the quote. ...
Finance Module Setup Guide
This guide walks through the initial setup and use of the Advanced Finance module specific to managing expenses from entry to invoicing. This module allows an operation to set expense requirements and define approval workflows making certain all ...