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Installation Company ERP / CRM

Knowledgebase

How To Add or Amend an Estimated Fit Date to a Contract

To Do This:

  1. Within your Contract main page, scroll down to the Estimated Fit date and select the calendar icon to enter a date.
  2. Press ‘Update’ when entered. This is important as the system won’t automatically save any changes for you.
  3. To amend a date, select the calendar icon and pick a new date. Select ‘Update’ once completed.

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