Setup your lease companies

 

Once the Sundry table is completed, the final items to ensure are setup are your Lease Companies and subsequent “Lease Exclude” flags on your Sundries table.

 

1.   Go back into your Sundries table and select any items you don’t want added to Lease jobs by ticking the box after double clicking the item.

 

IMPORTANT! These tables below are indicative only, these aren’t your tables, and WILL have different entries.

 

 

2.   Next you will need to find your Lease Customers in Customer Inquiries and change their “Contact Type” to “L” for Lease.