Getting Started
Initial Setup Guide for New Users
4 articles
- Filters and Page SearchFilters now live in the page toolbar and are always visible, every list has its own search box, and your filter selections follow you between devices.
- Mobile Layout & NavigationShopView is mobile-friendly and optimized for tablets and smartphones. The mobile layout adapts menus and workflows for smaller screens.
- How can I manage and track invoice emails in ShopView, including maintaining records and handling replies?Learn how to track and manage invoice and estimate emails in ShopView. This article explains where replies go, how to confirm sent emails using Work Order history, and best practices…
- Global Search: Find Anything from One SearchThe search bar at the top of ShopView has been rebuilt: it forgives typos, finds purchase orders and vendor invoices, and remembers the records you opened recently. Plus a set…