Tablet- iOS (iPad)

Renew An Existing Contract as a Quote
1) Click on the Contract tab.  2) Select the Contract. 3) Once you are on the Contract Details page, click on the upper " ..." icon.  4) Cli...
Tue, 23 Jun, 2015 at 2:21 PM
Filtering Contracts
1) Click on the Contract tab.  2) On the upper left corner, click on the more button.  3) You will see "Show By".  4) Click on the Status yo...
Tue, 23 Jun, 2015 at 2:33 PM
To View Notifications
1) Click on the More Tab.  2) Click on "Notifications".  3) You should be able to see all your notifications. 
Tue, 23 Jun, 2015 at 2:37 PM
To Log Out
1) Click on the More Tab.  2) Scroll all the way down.  3) Click on "Logout".  4) Confirm. 
Tue, 23 Jun, 2015 at 2:40 PM
To View Quote Request
1) Click on the More Tab.  2) Click on "Quote Requests". 3) You should be able to see all your quote requests.
Tue, 23 Jun, 2015 at 2:41 PM
Convert A Request to An Actual Quote
1) Click on the More Tab.  2) Click on "Quote Requests". 3) You should be able to see all your quote requests. 4) Click on the quote requ...
Tue, 23 Jun, 2015 at 2:47 PM
Delete A Quote Request
1) Click on the More Tab.  2) Click on "Quote Requests". 3) You should be able to see all your quote requests. 4) Swipe the quote request.  ...
Tue, 23 Jun, 2015 at 2:49 PM
Delete A Product and Service Item
1) Click on More Tab.  2) Put your finger on the item and side swipe.  3) You will see a red delete button.  4) Click delete. 
Tue, 23 Jun, 2015 at 10:14 PM
To View Product/Services Type and Categories
1) Click on the More tab.  2) Click on Product/Service Items. 3) Click on the category menu ( 3 horizontal bars), you will see the different types of pr...
Tue, 23 Jun, 2015 at 10:23 PM
Editing A Contract
1) Click on the Contract tab.  2) Select the Contract. 3) Click on the contract you want to edit.  4) You will see the contract details.  5) Click...
Thu, 25 Jun, 2015 at 9:59 PM