Settings II: Workflow Efficiency: Performance Tools, Document Customization, and More!

The second of these trainings will focus on performance management tools, back-end configuration of taxes/fees, and document customization. We will cover: Automatic Tasks, Billing Details, Content Templates, Documents, Fiscal Periods, Menu Item Categories, Picklists, and Sales Goals.

Areas we will cover include:
  • Automatic Tasks
  • Billing Details
  • Content Templates
  • Documents
  • Fiscal Periods
  • Menu Item Categories
  • Picklists
  • Sales Goals

Details About the Webinar

Thursday, December 4, 2025 · 1:30 p.m. Eastern Time (US & Canada) (GMT -5:00)
Cost: Free
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About the Speaker

1702066436-7db34db093fbcb87 Alexandra Briefs
Lead Customer Support Specialist


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