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Advanced features
16 articles in this collection
Written by
James Webster,
James Scholes,
and
Joe Jeffries
Lifecycle events and triggers
Written by
James Webster
Updated over a week ago
Push invoices to Xero
Written by
Joe Jeffries
Updated over a week ago
Discourse Single Sign On
Written by
James Webster
Updated over a week ago
Editing JSON data
Tweaking those under-the-hood extra fields for membership and groups
Written by
James Scholes
Updated over a week ago
Xero contacts (and how to move them)
Written by
James Webster
Updated over a week ago
Rolling back a change
How to undo an update
Written by
James Scholes
Updated over a week ago
Setting up your price list
How to load your standard pricing for use with invoice line items
Written by
James Webster
Updated over a week ago
MailChimp Segments
How to build a segment in MailChimp using Sheep data
Written by
James Webster
Updated over a week ago
Formatting Descriptions (Markdown)
Use Markdown to format your Journal entries and other description text areas
Written by
James Scholes
Updated over a week ago
Sensitive data
Field definitions for sensitive data only available to admin users.
Written by
James Webster
Updated over a week ago
Email template tips and tricks
Written by
James Webster
Updated over a week ago
Locked tags
Permanent tags that can't be removed
Written by
James Webster
Updated over a week ago
Equipment Checks
How to set up Equipment Checks
Written by
James Webster
Updated over a week ago
Performing Checks
Written by
James Webster
Updated over a week ago
Creating Assets - worked example
Written by
James Webster
Updated over a week ago
Creating a Schedule - worked example
Written by
James Webster
Updated over a week ago