General Topics
Edit an Email Template in Focus 2
How to Edit an Email Template in Focus 2 This guide provides a step-by-step process for editing and sending a quote email template, making it an essential resource for anyone looking to streamline their communication with clients. By following these ...
How To Disable an Adjustment in Focus 2
How To disable an Adjustment Summary: This guide provides a straightforward process for disabling adjustments within an account, ensuring users can manage their settings effectively. By following the steps outlined, users can quickly navigate from ...
Tarriff Updates
Solatech has added item level TARIFF adjustments that will automatically be applied to your quotes. These adjustments have already been created and assigned to your account. Alta (US): 2% (recently increased from 1%) HD (US): 2% (recently increased ...
Sidemark Format Fields
When creating automatic sidemarks, the following fields can be used: [[F]] = First name. [[FL]] = First letter of first name. [[L]] = Last name. [[LL]] = First letter of last name. [[CN]] = Customer name. [[Date]] = The current date. [[ON]] = Quote ...
Updating Your Profile Information in Focus 2
Updating Your Profile Information on Solatech This guide provides a straightforward process for updating your profile information on Solatech, ensuring your account details are accurate and current. By following these steps, users can easily manage ...
Email template fields
When adding fields to a template, enclose them in [[ and ]]. For example, to use the customer name in a template, write [[CustomerName]]. Customer fields CustomerFirstName CustomerLastName CustomerMiddleInitial CustomerCompanyName ...
Microsoft O365 Setup & Integration for Focus 2
Summary This guide provides a straightforward method for connecting Focus 2 to your Microsoft Office 365 account, enabling you to send quotes to customers through Focus 2, from your O365 email account. This eliminates the need to cycle between ...
Google Gmail Integration with Focus 2
Summary This guide simplifies the process of signing in to the Solatech demo site using your Google account, making it quick and user-friendly. By following the straightforward steps, you can easily email your customers through Focus 2, and place ...
Updating Discounts & Margins for Products inside Focus 2
Summary: This guide provides a step-by-step approach to efficiently update discounts and pricing for Norman Window Fashions, ensuring you can easily manage your pricing structure. By following these instructions, you can streamline your workflow, ...