Topic inTemplates & Notifications
Cards
4 articles
Order, contact, item, work order, task and job cards, and where staff see them.
Topics in Templates & Notifications
Introduction to Cards
Counter staff opening every contact to check for a no-starch request? A card puts that note right under the customer's name.
Read articleCreating Your First Card
Staff opening every customer at the counter to check their phone number or notes? Make a contact card once, and those details show under the customer's name the moment staff pick them.
Read articleSetting Up Work Order and Task Cards
Staff open every work order to check who stitched a bag or when it's due. Set up a work order card and a task card, and it all shows on the order.
Read articleChoosing Which Card Each Page Shows
Made a card but your counter still looks the same? Pick it on each page that should show it, publish, and your staff and drivers see it straight away.
Read article
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