CRM FAQ - iPoint Control - 1

Welcome
- What’s next? What can I expect as a new community member?
- Accessing iPoint
- OnBoarding
- Support & Training
- Development Roadmap
  - Feedback
- Additional Services
- Glossary of Terms
- Change-Log
  - 2024 February
  - 2023 December
  - 2023 October
  - 2023 April
  - 2022 Q4
  - 2022 Q1
  - 2021 Q4
  - 2021 Q3
  - 2021 Q2
  - 2021 Q1
  - 2020 Q4
  - 2020 Q1
    - Proposal / Designer Speed Boost
  - 2019 Q3 & Q4
  - 2019 Q2
  - 2019 Q1
  - Beta Settings
    - Recurring Payments
Dashboard
- Navigation Elements
- Module Icon Order
- Exporting
Accounting Module
- Estimates List
  - Estimate
    - Estimate Options
- Invoices List
  - Invoice List Options
  - Invoice Detail
- Payments List
- Credit Memos List
- Delivery Invoices List
- Gift Cards Lookup
- Recurring Invoices
- Invoicing From a Project
- Accounting FAQ
Autos Module
Autos Module (2023)
Assignments Module
- Assignments List
Calendar Module (Schedule Pro 2017)
- Viewing Options
- Navigating Events
- Work Orders on the Calendar
- Calendar Settings
- Calendar Filters
- User Settings
Calendar Module (Schedule Simple 2023)
- Viewing Options
- Navigating Events
- Work Orders
- Schedule Simple Calendar Settings
- Schedule Simple Calendar Filters
- User Settings
CRM Module
- Contact List Options
- Contact Details
  - Related Contacts
  - Notes
  - Activities
  - Media
  - Assignments
  - Documents
  - Custom Lists
  - Subscriptions
  - Deals
    - Completing a Deal
    - Deal Reports
  - Proposals
  - Sales Orders
  - Projects
  - Work Orders
  - RMA Tickets
  - Estimates
  - Invoices
  - Delivery Invoices
  - Recurring Billing
  - Credit Memos
  - Payments
  - Items List
  - Emails
  - CRM Campaigns
  - QuickBooks Data
  - Legacy Data
- Best Practice: CRM
- CRM FAQ
  - Should I enter the job as a Customer or a Job?
  - Can I merge duplicate Customers?
Inventory Module
- Purchase Request Manager
- Inventory Re-Order List
- Transfer Request
- Inventory Reports
  - Physical Inventory
- Year End Inventory
- Stock Options Window
- Physical Stock Count
- Inventory FAQ
iPoint Library
- Getting Started
- Managing Vendors/Brands
- Adding Items to iPoint from the Library
- Cost/Price Changes
- Reviewing and Reverting Changes
- Partnered Vendors
- What Data Do We Sync
- iPoint Library Vs Portal
- Tier 2 is HERE!
- Tier 2 New Options and Features
iPoint Online
- iPoint Online Features FAQ
iPoint Support
- iPoint University
Items Module
- Options
- Item Details
- Portal
- Items FAQ
Marketing Module
- Sending Lists
- Email Templates
- Campaigns
- Results
- Marketing FAQ
  - What happens if I have duplicate email addresses?
Projects Module
- Projects Options
- Project Details
  - Tasks/Parts
  - Create Work Order
- Task Manager
- Service Contracts
- Projects FAQ
  - The Serial Number Field is an Open Text Field
  - Tracking Prevailing Wage
Proposals Module
- Proposal Info
- Setup (tab)
- Revisions
- Proposal Reports
- Docs / Assignments
- Proposal Time
- Proposal Options
- Proposal Designer
- Design & Engineering
  - Items
  - Types of Drawings
- Proposals FAQ
Purchase Orders Module
- Purchase Order Details
- PO Details Items List
- Purchase Orders FAQ
  - Can I Allocate Stock to a Job After it’s Ordered?
  - How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Reports Module
- Employee Records
- Autos Reports
- Time Entries Reports
- Work Orders Reports
- Commission Reports
- Customer Reports
- Sales Order Reports
- Invoices Reports
- Projects Reports
  - Expense Report
  - Task Report
- Assets Reports
- Goals Reports
- Proposal Reports
  - Proposal Snap Shot
- Purchase Order Reports
- Items Reports
- Morning Coffee Reports
RMA Module
- RMA FAQ
  - How do you handle defective inventory?
Sales Orders Module
- SO Info
- SO Reports
- Change Orders
- Product
  - Product Manager
    - Product Manager Options
    - Using the Product Manager
- Billing
- Project
- Docs/Asgmts/Data (tab)
- Time
- SO Options
- Sales Order Designer
- Sales Order FAQ
Settings Module
- Company Info
- Users
  - Login
  - Contact Info
  - General
  - Calendar
  - Email
  - Bio
  - Goals
  - Commission
  - Devices
- Permission Sets
- Pop Up Lists
- Punch Lists
- Notification Methods
- Notification Builder
  - Notification Triggers
- Labor Phases
- QuickBooks
- Custom Templates
- Document Builder
- Module Settings
- Integrations
- Terms of Service
- Morning Coffee
- Web Services
- Settings FAQ
  - Gmail Issues?
Time Clock Module
User Settings Module
Vendors Module
- Vendor Details
Work Orders Module
- Work Order Details
- WO Options
- Tasks/Parts Lists
- Contact
- Work Orders FAQ
Syncing to QuickBooks
- iPoint Data to QuickBooks
- iPoint Transactions to QuickBooks
Web Portal
- Web Invoices
- E-Signature Portal
Mobile Access
- iPoint Mobile
- iPointTech App
- WebDirect
- Mobile Access FAQ
  - Can technicians share an iOS device?

See links below for Frequently Asked CRM Questions

Should I enter the job as a Customer or a Job?

Can I merge dupllicate Customers?

Last modified: 21 Nov 2023

Best Practice: CRM

Should I enter the job as a Customer or a Job?