Adilas has built Adi, an AI Agent, to help speed up some of our functionality. Here is a quick guide on how to set it up and how to use it. Now you are ready to go! This is stage one of our Agent. Adi has been trained on 350 prompts to date. You can type a specific prompt into Read More

Now you can set your default customer search to show active customers only. **If you need to see inactive customers, you can use the customer advanced search and select customer status ‘all’ or ‘inactive.’ To change the setting from the current setting (default=all) go to the Classic homepage. Click on System Management. Click on Manage Corp Info & Permissions. Click Read More