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How to Create a Project Report Via Excel Export
In this article and video, we will how to create a Project Report via Excel Export on MeasureSquare CRM version 1.39 and above Navigate to the Projects [1] in the left-hand menu under the Sales module. This will display a list of all your projects, ...
How to manage custom statuses for your documents
In this article we will show you how to create a custom status for your documents to be shown in the banner for easy tracking This article applied to MeasureSquare CRM version 1.37 and newer These steps can be followed and applied to ANY ORDER FORM, ...
How to add 3d diagrams to your bid template in MeasureSquare CRM
This article will guide you through the process of adding 3D diagrams to your bid template in MeasureSquare CRM. --- Steps to Add 3D Diagrams to Your Bid Template Step 1: Open the Bid Design Editor - Navigate to the Bid Preview section of your bid. - ...
How to create new views for Contacts, Companies, Quotes, Bids, Invoices, Purchase Orders, Work Order, Tasks and Products in MeasureSquare CRM
This article will guide you on how to create a new custom view for Contacts, Companies, Quotes, Bids, Invoices, Purchase Orders, Work Order, Tasks and Products in MeasureSquare CRM. Creating a personalized view allows you to filter, organize, and ...
How to Export Order Forms to Excel in MeasureSquare CRM
In this article, we will cover how to export order forms into an Excel file in MeasureSquare CRM This article applies to MeasureSquare CRM. In the List View select the desired type of order form [1] you wish to export, then click the dots drop down ...