Added information about where the various default dates and the default payment plan are coming from.
Added a note that only orders not already on a contract with a Firm status will display when adding orders from the Add Contract window.
Add and Remove Orders on Contracts: Added a note that only orders not already on a contract with a Firm status will display when adding orders from the Edit Contract window.
Confidential Events: Updated instructions to reflect that the confidential account/contact is pre-selected.
Manage EFT/Check Export Formats: Thorough update of entire article including new information about file types, a new organization parameter for SEPA files, and clarified steps for format configuration.
Reprice a Service Order: Added a note that the item must also be on the same order form on both the service order and the price list for it to be repriced.
Invoice Orders: Clarified when the invoice number is stamped on the invoice record.
Added a callout that the Personnel designation status on an account or contact should be set to Not Applicable on any accounts which should not have access to back-end processes to these articles:
Manage Duplicate Accounts and Contacts: Article updated with clarification for end users about checking for duplicates and merging accounts and contacts.
Ungerboeck Web Add-In: Added information about how the extension interacts with Chrome and the Web Add-in.
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