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 

    • Related Articles

    • System Updates 2019

      Summary Solatech Focus users have new features added on a regular basis. These new features are announced in a notification bar at the top of your home page.  This knowledge base article will contain a cumulative list of updates for 2019.   Any new ...

    • System Updates 2020

      Summary Solatech Focus users have new features added on a regular basis. These new features are announced in a notification bar at the top of your home page.  This knowledge base article will contain a cumulative list of updates for 2020.   Any new ...

    • How to Check for Product Updates in SalesPro

      Summary This article will describe how to check for product updates from SalesPRO. Please note that this requires internet access. Instructions To check for product updates, navigate to the Maintenance tab. Click Product Updates. In the Product ...

    • System Updates October 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 ...

    • Anti-Virus, Anti-Spyware and Microsoft Updates

      Summary This article explains the importance of protecting your PC from outside attacks. More Information A virus is basically a malicious computer program, the effect of viruses differ, some either modify, delete or steal data and others may give ...