Alfa Fawater – Help Center

Article Categories

• 

  Contracts

  • New Contract
  • Renewing Contract
  • Contract Expiry Notification
  • Contracts Templates

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• 

  Customers

  • Sending proposal to customer or lead
  • Customer admins
  • New Customer Contact
  • Send contact set password link
  • Reports
  • Customer Reminders
  • Customer Overview

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• 

  Expenses

  • Creating Recurring Expense
  • Expense Reports
  • Converting Billable Expense to Invoice
  • Billable Expense
  • Record Expense

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• 

  Knowledge Base

  • New Knowledge Base Group
  • New Knowledge Base Article
  • Disabling Knowledge Base

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• 

  Leads

  • Setup Web to Lead Form
  • Generate Lead Report
  • Convert Lead to Customer
  • Lead Activity Log
  • Assign lead to staff member
  • Lead Statuses
  • Lead Sources

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• 

  Projects

  • New Project
  • Timesheets
  • Pin Projects
  • Project Discussions
  • Disallow project members to see all project tasks
  • Project Activity
  • Invoicing Project

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• 

  Sales

  • Merging Invoices
  • Invoice Overdue Notices
  • Record Invoice Payment
  • Send Invoice to Email
  • Recurring Invoice
  • Create Invoice
  • Link Estimate To Project

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• 

  Support Tickets

  • Departments
  • Open Ticket from Admin Area
  • Ticket Email Templates
  • Priorities
  • Statuses
  • Change ticket status without making reply
  • Predefined Replies

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• 

  Surveys

  • New Survey
  • Including mail list custom fields
  • Sending survey to mail lists
  • New Survey Questions
  • Viewing survey results
  • Sending surveys
  • Creating mail lists

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• 

  Tasks

  • Create New Task
  • Add New Task Status
  • Disallow project members to see all project tasks
  • Copy Task
  • Linking task to features
  • Recurring Tasks
  • Add task assignees

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