Category: customization

Private Notes

Learn how to use Private Notes in your workflow.

Adding a Company

Steps on adding a new Company to your Companies menu.

Company Listings

Once you have entered a company into your ServeManager account, you can recall that company information by selecting companies from your left toolbar and then choosing the company in question from that list. When you select a company listing, you’ll open a page that displays all of the information you have entered for a particular […]