Tips and Tricks

Learn about time-saving features or tips here.  Find additional tips on our Video Channel and Get Started resources.

For a full list of all website articles, including those in Tips and Tricks, see the full Site Map.  Popular broad subjects include: 

Actions   Custom Form Studio   Email   Images   Office Management    Mobile apps    Report Writer   Word Processor


 

Most content included with various 3D Inspection Systems products includes handy shortcut links in the Actions pane to instantly attach summaries, agreements, and other types of documents to inspection reports using a single click, as well as Actions to easily access the master documents for editing or adjustments. You may wish to create or add your own Actions for new documents you create.

Duplicate contacts may be rare, since one may locate and attach a previously used contact whenever adding contacts to new jobs, for instance an agent whom you've worked with before.  Also one might deliberately need to create a separate contact for someone who shares the same name, but is a different person or contact.

However if contacts were imported from another source, came from a previously converted database, or somehow were added again accidentally, you may manage your contacts to combine any duplicates you notice of the same individual.  The combined contact will remain attached to the prior jobs.

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How has COVID affected your inspection or marine survey business?

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