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Knowledgebase : Setup and Preferences
Most of the drop-down selection boxes in the program can be modified using the various options available on the Categories menu. Here you can add new categories for Income, Expenses,  Events, Contact Groups, Team Titles, Tasks and Memos. Simply sel...
The first time you start Consultant Front Office, or create a new business in the program, you'll be prompted to enter Owner Information. This information is used in several ways throughout the program, but primarily for personalizing invoices created w...
RECORDKEEPING OPTIONS ------------------------- Retail-Tracking (no-inventory) Method The retail-tracking approach to recordkeeping gives you a record of each product that you sell but does not require you to enter purchase details or to manage and ...


 


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