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Help Center
Setting Up Business Data
Setting Up Business Data
How to setup the data to hold your business or organisation information.
Setup Checklist
Importing Data
Customers & Contacts
Customers
Sites
Contacts
Products & Suppliers
Products
Suppliers
Assets & Equipment
Equipment
Services & Pricing
Service Levels
Resource Pricing
Pricing Policies
Price Book
Actions
Resources
Skills
Territories
Certifications
Qualifications
Resource Info
Break/Fix Coding
Problems
Causes
Resolutions
Symptoms
Working Time
Opening Times
Shift Patterns
Rosters
Company/Organisation
Teams
Offices/Depots
Vehicles
Tax Rates
Currencies
Classifications
Categories
Industries
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