This session was packed with hands-on help, future-proof strategies, and a sneak peek at one of the most powerful plugin updates to date. From managing client portals to building smarter smart pages, this Office Hours was all about making your systems work harder for...

Overview During the Office Hours meeting, Tim Hall received assistance from David Farr on customizing an invoice template to feature his logo and incorporate essential computing fields. They identified the issue of using an email template instead of the correct...