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Email Notification - RFI Opened

The following is an example of the email that a Project Contact receives when they are assigned to a Task on the Project Schedule. This notification is turned on by default (but can be turned off by…

Setup your QuickBooks Online Integration

Connecting to QuickBooks Online. To get started setting up your QuickBooks Online integration navigate to Settings -> Integrations, then click the Connect to QuickBooks button. You will now be redire…

Subcontract - View/Edit - General

View/Add/Edit Subcontract - General Information. Suggested Prior Reading. Things to do before you add a Commitment Add a Commitment (Subcontract) View or Edit a Commitment (Subcontract) Relationship…

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