Settings
Quick guides going over the company settings tab within ProLine.
By Kayti and 3 others4 authors68 articles
Account Settings: Profile
Account Settings: Defaults
Account Settings: Phone (Classic Mode)
Account Settings: Phone (Hybrid Mode)
Account Settings: Phone (Direct Mode)
Account Settings: Phone (Browser Mode)
Account Settings: Phone - Missed Call Auto Responder
Account Settings: Working Hours
Account Settings: Notifications
Account Settings: Notifications - Global (Admin)
Account Settings: Security
Company Settings: Brand
Company Settings: Reviews
Company Settings: Locations
Company Settings: Locations - Review Landing Page
Company Settings: Locations - Taxes
Company Settings: Jobs & Services
Company Settings: Projects - Stages
Company Settings: Projects - Categories & Types
Company Settings: Projects - Tags
Company Settings: Projects - Areas
Company Settings: Projects - Folders
Company Settings: Projects - Others
Company Settings: Projects - Project Icon Color
Company Settings: Projects - Custom Fields (Contacts & Text)
Company Settings: Projects - Dynamic Fields
Company Settings: Organizations
Company Settings: Portal
Company Settings: Contacts - Contact Types
Company Settings: Contacts - Custom Fields
Company Settings: Contacts - Lead Sources
Company Settings: Contacts - Contact Tags
Company Settings: Contacts - Default Folders
Company Settings: Events - Title & Calendars
Company Settings: Events - Event Types
Company Settings: Measurements – Measurement Report Fields
Company Settings: Measurements – Sub-Calculations
Company Settings: Price List
Company Settings: Price List - Import CSV
Company Settings: Price List - Cost Categories
Company Settings: Quote Templates
Company Settings: Quote Templates - Default Quote Settings
Company Settings: Quote Templates - Pricing & Margin
Company Settings: Quote Templates - Send Quote Actions
Company Settings: Quote Templates - Signed Quote Actions
Company Settings: Quote Templates - Per SQ Pricing
Company Settings: Quote Templates - Detailed Pricing
Company Settings: Order Templates
Company Settings: Invoices - Invoice Templates
Company Settings: Invoice Templates - Merchant Application
Company Settings: Invoice Templates - Merchant Settings
Company Settings: Working Hours
Company Settings: Automation Rules
Company Settings: Phone - Phone Settings
Company Settings: Phone - Phone Carrier Registration
Company Settings: Phone - Free Caller Registry
Company Settings: Task - Templates & Checklists
Company Settings: Email
Company Settings: ProCanvas
Company Settings: Other - Deleting Account
Company Settings: Snippets
Company Settings: Quote Templates - Pages - Overview
Company Settings: Quote Templates - Pages - Cover
Company Settings: Quote Templates - Pages - File
Company Settings: Quote Templates - Pages - Gallery
Company Settings: Quote Templates - Pages - Signature
Company Settings: Quote Templates - Pages - Forms
Company Settings: Projects - Default Project Naming