Customer Service, Admin & Selections
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13 articles
Manage client contact details
Enable portal access for your Client
Creating selection sets and selection options
Costing of selection options
Link an allowance to a selection set
How to create a variation
How variations are automatically created from approved selection options
Allowances - how to customise the display of allowances in your proposals
How to add variations to a client invoice
Print a statement showing all approved variations
Send a variation for approval
Link a variation to an allowance
Link a variation to a selection set