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
- 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?
- How can I reassign Aeros from an inactive Team Member.
- Why does my timer stop running?
- What is the "New Version" of Aero?
- What is the difference between a Task, an Appointment, and an Other?
- How to register for training courses
- How to change a user's login email