• How to use Contacts in the Mobile App
• Adding Company Logo and Color Scheme
• Adding A New User
• Changing Your Email Address
• Deleting a user
• Changing Company Name And Web Address
• How To Log-In into the Capsule Mobile App
• Suspending a user

• Creating Subfolders In Mailboxes
• Outbound Email Issues
• How to Track Messages
• Account Locked
• External IT Set Up
• Include Conversation Number for Customer
• Removing a Ticket from a Subfolder

• Creating a Purchase Order in Inventory Planner and syncing to Dear

• Shipping App Comparison for Dear and Shopify

• Deleting a staff member from WorkflowMax
• Send and Store Emails Directly Against Jobs in WorkflowMax
• Adding a Staff Member
• Calendar Integration
• Invite Advisor
• Troubleshooting a Parent Folder Access Error
• Scheduling your jobs, tasks and milestones
• Reconnecting your XPM/WorkflowMax file to Xero
• Adding a Milestone to a Job
• Removing a Staff Member from Multiple Jobs

Browse all articles

• How to Add a User
• Sending pre-approval authority for automated payments
• Payments link not working
• How to do a refund
• Changing a User Email Address
• Forgotten Password
• How to Delete a User

• Creating Assembles
• Creating a User
• Cloning of Projects within Tidy
• User Roles

• Overpayments in Cin7
• What to do if Stock Levels are incorrect during a Sale
• Handling Donations in Cin7 Core
• Month End Checks Around Stock on Hand
• Consignment Process in Cin7 Core - no Dropship
• How to Resolve Cin7 Core Sync Errors
• Adding/removing variants for a Shopify product family