How to edit the Source Code of your Orders Template in MeasureSquare CRM?

How to edit the Source Code of your Orders Template in MeasureSquare CRM?

This article will guide you how to edit the source code inside of your orders template in the MeasureSquare CRM. 

This article applies to MeasureSquare CRM

Steps to Access the Source Code in the Orders Template


Step 1: Open the any of the Order Template inside of the System Settings ⚙️ in Order Templates




Step 2: Click on the 3 vertical dot and Click Edit to access the Edit screen inside any of the selected template




Step 3: In the Edit Screen, click the Source Code icon <> to have access to the Source Code Window
​

​

Step 4: After making edits inside the Source Code Window, make sure to click Save. 
​

​

If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 ext.3 or email support@measuresquare.com.

    • Related Articles

    • How to edit the source code of your bid template in MeasureSquare CRM?

      This article will guide you how to edit the source code inside of your the bid template in the MeasureSquare CRM. This article applies to MeasureSquare CRM Steps to Access the Source Code in the Bid Template Step 1: Open a bid document inside of the ...

    • How to view summary of Change Orders for one project

      This article will guide you through how to view a summary of Change Orders for a specific project on MeasureSquare CRM. This article applies to MeasureSquare CRM Steps to View Summary of Change Orders: Navigate to the Projects section from the ...

    • How to Import Contacts in MeasureSquare CRM

      In this article, we will cover how to import contacts into MeasureSquare CRM via CSV/XLS/XLSX, as well as QBO, Google, and Outlook. This article applies to MeasureSquare CRM. Steps to import contacts via CSV, XLS, and XLSX Step 1. From the homepage, ...

    • Getting Started with MeasureSquare CRM

      In this article, we will show you the map to the tutorials covering the end-to-end workflow of MeasureSquare CRM. 1. Sign up and Trial How to Set Up your Trial Account and Invite Users on MeasureSquare CRM How to Sign in and Create an Account in ...

    • How to create and import Vendors in MeasureSquare CRM

      In this article, we will cover how to Create/Import Vendors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Vendors tab under Purchases To create a new Vendor: 1. From the ...