General
How do I change the columns?
The custom columns help you to see the data that matters. You can change the data assigned to each column. The columns can be changed on the following pages: Search Page Work In Progress Page (both List by Order and by Product Tabs) Task List Page ...
Overview Of Customer Profile Page
Page Summary This page gives you access to your customer’s profile. There are five main tabs for Domestic customer types: 1. Customer Details 2. Order History 3. Notes 4. Products enable 5. User Fields For Contract and Trade customer types, you have ...
View All Customers Page
Page Summary This page lists all your customers. From this page: 1. You can create a new customer 2. Import Customer option to import customer’s from a CSV file. 3. Export the customers. 4. Customize the view Using the action icons, you can ...
How to Set Up The Rework Management?
You may find this article below useful when deciding how to set up this rework management tool: Rework, Repair, Remake & Remedial - what are they? If you would like the financial values of the original Job to be carried across to the Job you are ...
Overview Of Search Page
The Search page shows all Jobs within BlindMatrix, no matter what status. These jobs may be Leads, Quotes, Orders, Invoiced or Completed jobs. This page allows users to go through jobs and view information. You can set custom views using the custom ...
Logging In
It might seem simple but Logging In is one of the first steps and if it doesn’t go smoothly, it can be frustrating. Once you have received your login details via email, follow the steps below. Instructions Click on or enter the URL into your ...