Feature
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Options
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Show all active projects?
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When staff log into DesignSmart they can either see all of the active projects or just those that have been assigned to her/him. The designer can still see all projects.
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Show all active projects in DesignSmart Companion?
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If your firm has lots of active projects at one time, it can be easier for designers if this setting is set to no so that designers only see the active projects they are assigned to in the Companion.
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Have DesignSmart auto create sidemarks?
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Most firms will have this set to Yes, but the option is to enter sidemarks manually.
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Set as default that all Product Notes and Item Notes are added to purchase orders?
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Sort projects so the newest appear at the top of the list?
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Most firms will have this set to Yes.
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Should all template attributes be set to appear in a PO by default?
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Most firms will have this set to Yes.
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Should all template attributes be set to appear in a proposal by default?
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Most firms will have this set to No.
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Show MSRP fields on the Item Detail View? This will cause the MSRP pricing to appear on proposals and invoices along with your pricing.
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Some residential firms will have this set to Yes and others No. Most commercial firms will have this set to No.
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Show allowance fields on the Item Detail View?
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For the most part, residential firms will set this to Yes and commercial fields will set this to No.
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If you are using QBO, you will need to indicate if you are going to use Auto Sales Tax or Manual Sales Tax.
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