We have a spreadsheet template you can fill out with the information you want in your customer vaults. Make sure you read the "Key" on the second tab: https://docs.google.com/spreadsheets/d/1_L8abacSe9Zg2kLfBArMmi8HB5mZPLPulrI6nmQnu8I/edit?usp=sharing
Articles in this section
- I deleted a recurring Aero, but it's still showing up
- What does "On Hold" mean for a customer?
- Why am I getting an error when inserting occurrences in a Recurring Aero?
- How can I see just Library Templates in the Aero app?
- How does Aero compare to....
- Why are the menus not loading?
- How does my QuickBooks Online Sync get stuck?
- How secure is the information stored in Customer Vaults?
- How can I see more Aeros on my Dashboard?
- How can I see more than today's time entries on the My Timesheet screen?
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