Options
Custom Fields
Accessing Custom Fields Options To access the custom field options, select the cog on the main toolbar, and select the Custom Fields tab. Custom Fields Click the Add custom field button to add a custom field to the Main Search to filter results by. A ...
User Interface Options
Accessing User Interface Options To access the user interface options, select the cog on the main toolbar, and select the User Interface options tab. Fields Show Sales Rep selection: Shows or hides the Sales Rep dropdown in the main search. Show ...
Main Options
Accessing Main Options To access the Main options, select the cog on the main toolbar, and select the Main Options tab. Main Options Home Location Center the map on where you'd like to set your home location. Click the Set button, and your home ...