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Procedures are used to add specific information to one or more companies, that are then available for recall by the user, or reminded in different situations.

To setup procedures see procedure settings.

In the example above, we can see a company with two tabs under the procedures tab.

This is a relevant information to anyone that would like to bill this customer and that wants to prevent any rejected invoice.

Edit procedure

To edit the procedure, simply click on the pencil besides the procedure name, and the text editor seen below will appear.

As seen, there are two sections:

  • Static text
  • Editable text

See procedure information

We can see the information regarding the procedures.

In this example we can see a warning when looking at a task for that specific company. Meaning that procedures are useful throughout the system.

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