System Updates September 5th, 2019

System Updates September 5th, 2019

Summary

Solatech Focus users have some new options available in their system with the latest release. This knowledge base article will detail those changes. Any new features with additional knowledge base articles regarding set up or usage instructions will be followed by the hyperlink for those knowledge base articles)

New features

  • An account level cc email address can be added. This will allow an Account Administrator to enter an email address to which all quote, order confirmations, invoices and installer forms will be sent automatically when output is emailed to a customer. (How to add an additional email address)
  • The email address for the Sales Rep assigned to any quote, sale or order can be added to the information section in the upper right hand corner on all output. (How to change what is shown on customer output)
  • Terms and Conditions for output can now contain images. (How to add an image to your Terms and Conditions)
  • The customer on an existing Quote or Sale can now be changed (How to change the customer on a quote or sale)
  • Customer billing address can be easily copied to shipping address. (How to copy customer addresses)

Updates

  • A Stylus can be used to capture signatures on all Windows PC's

Applies to:

  • Solatech Focus 

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