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  1. Zigaflow Support
  2. Customizing Screens & Automating Processes

Customizing Screens & Automating Processes

Change Zigaflow to work the way you want by adding fields, renaming statuses, and hiding unwanted columns.

Task Management

  • Automatically Generate and Allocate Tasks Triggered by Status Changes on Quotes, Jobs, etc..

Workflows

  • Creating Workflows for Different Processes

Automating Processes

  • Process Map
  • (Video) Automating Zigaflow Processes

Custom or User Fields

  • Custom or User-Defined Fields
  • Custom or User-Defined Fields for Items (Products and Services)
  • Custom or User-Defined Fields for Quotes, Jobs, Invoices, Delivery Notes & Purchase Orders
  • Custom or User-Defined Fields for Customers, Contacts & Suppliers

Changing How Screens Look, Setting Statuses and Types

  • Changing Edit Box Names (e.g. 'Note for Client' to 'Special Instructions')
  • Changing Item Column Names
  • Creating and Managing Business Types
  • Changing the names on Menu - Items, Customers, Jobs, etc.
  • Choose What to Show on Screens
  • Setting your own Statuses

Customising Communication

  • Including Links to Quotes, Jobs etc. in your Emails
  • Manage Email Notifications
  • Setting up Email Templates

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