The email layout is found under Amin/Setup/General
The Email layout is for Customers and Partners to customise the layout of the email.
Plus Software uses tools from Dev Express to save development time as there is no need to re-invent the wheel, so to speak.
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Setup: Data Import
The Data Import functionality is under Admin/Setup/General This is under consideration and a setting has been instigated. If you require this urgently, please contact Support@Plus.Live with your exact needs and we will review. Need further ...
Setup: General App Settings
There are some general App Settings under Admin/Setup/General you should be aware of: Let's look at the options below, allowing you to modify the way the Application behaves. DIsplay Currency Your default currency will have been set by your ...
Setup: PDF Formatting and Layout
This article covers how to customise your PDF Layout. For example, you may want to customise the Sales Invoice (within Sales.Live) to look the same as your invoice within your Accounting - that's easy, with this tutorial below. You can also make ...
2. Connect Business System to Sales.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
4. Set Up User Group(s) in Sales.Live
In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users. This is done at the Portal Level. To see how to set this up, CLICK HERE and follow the steps. Need further information? Send an email ...