Basic concepts
- What is a workflow system?
- What is a workflow sub-system?
- What is a workflow route
- What is a workflow stage?
- What is a workflow step?
- How to set whether workflow systems default to being 'active' or 'not active' when you create a new client
- What is the difference between a job and a task?
- How to handle unincorporated clients on the main accounts workflow.
- How can I restore a deleted job?
- When is a job marked as complete?
- How to deactivate a workflow on a client.