- Texada Knowledge Base
- Rental: SRM
- System Maintenance
-
Release Notes
-
Texada Academy
-
Rental: SRM
-
Rental: Texada Web
-
Rental: Texada Mobile
-
Rental: GateWay
- Getting Started
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Rental: WorkFlow
-
Rental: Texada Pay
-
Rental: Analytics
-
Sales & Service: CloudLink
-
Sales: SalesLink
-
Sales: Customer Order to Invoice
-
Sales: iQuote
-
Sales: iMACS
-
Service: ServiceLink
-
Service: Parts & Service Quoter
-
Service: Condition Monitoring Portal
-
Service: Equipment Monitoring Toolkit
-
Service: Service Agreement Quoter
-
Handle CRM
-
Sales & Service: Tools
-
Support & Troubleshooting
Marketing Codes and Default Comments on Documents
Using Marketing Codes to create a default comment for all Contracts:
STEPS:
- Go to Marketing Codes and create a Market Code for your comment you wish to appear on Contracts
- Here you can create a code numbers or letters to 'call up' the comments
- Here you can enter up to 4 separate lines of comments which will show in the Contract Header (see contract example provided)
- If you use the 'blank' Marketing Code then this will show on ALL Contracts
- To use other Marketing Codes they must be selected during the Contract creation process
Additionally, a Market Code can be set to default on your Invoices as well - this is configured under Division Parameters as shown in the last screen shot.
Menu Path: Marketing Codes
Some examples of Marketing Codes
Sample Contract with Marketing Codes
Select the Marketing Code and click 'Details' to see what actually prints on the document
Sample Contract - shows numerous Marketing Codes selected while creating the Contract and the default Marketing Code
Appendix: Excerpt from HELP File