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Invitation to Bid - Email Sent and Responses

Suggested Prior Reading. Bids - Overview and Accessing Add Bid Participant Bids - Select Participants Bidding - Send Project Message Invitation to Bid. The following is a sample of what the Invitatio…

Add Participants from Address Book - Search and Filter

Suggested Prior Reading. Add Participants from Address Book Search and Filter Options. There are multiple ways to search for Contacts and to filter the list of Contacts to narrow the list. Search Opt…

Setup your Acumatica Integration

Create Connected Application. The first step to getting your Acumatica integration connected is creating a connected application within Acumatica. Navigate and Login to your Acumatica instance. Searc…

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This is for help called from multiple places.

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Help describing how to navigate and move around Job Planner

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