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Protected: How to enable / disable Form Notifications for selected entities?
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Protected: Adding Fixed Form Notification
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Protected: Adding Conditional Form Notifications
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Walkthrough of creating Prepaid Block Hour Contract
Invoicing Contracts
How to generate invoice pdf from contract? Approach 1: From Contract form This consists of 2 parts: Part 1: Generating Invoice record Part 2: Generating Invoice PDF from invoice record. Approach 2: From Invoice form Here the invoice record has already been created. You can modify the invoice and invoice line details…and then generate the […]
Protected: Miscellaneous: Create General Thunder Notification configuration
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Viewing Contracts
To view contracts, Open Zap PSA app. Now from left navigation… look for section “Manage” and click “Contracts” This will open up the Contracts List view page. Below are the different Contracts Views that come out-of-box: 1. Open Contracts 2. Expired Contracts 3. Expired Contracts in last 30 days 4. Contracts expiring in next 7 […]
Protected: Miscellaneous: Create Trigger Thunder Notification configuration
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How do we create new contract from blank?
Below are the two different approaches that could be used to create new Contract: 1. New Contract – Blank Contract: Browse to Contracts (Zap PSA Contracts) and click “New” 2. New Contract – From Template: Browse to Contracts (Zap PSA Contracts) and click “New + From Template”. This could be useful for creating contracts in BULK. Contract […]
