A non staff member is a feature in MostDesk which allows you to have a member like a contract worker to work on projects, means that the staff is not actually an employee in your company but it’s a freelancer/contractor.
There is protection implemented to keep the numbers without gaps, by default delete is only allowed on the last created estimate/invoice. If you don’t need this protection navigate to Setup->Settings->Finance and find: Delete estimate allowed only on last estimate –
If you don’t want transactions/payments to be shown on the invoice pdf document you can turn off by navigating to Setup->Settings->PDF and set to NO Show invoice payments (transactions) on PDF
In some countries customer details is required to be on the left side. With MostDesk you can achieve this very easy by navigating to Setup->Settings->PDF and set Swap Company/Customer Details to YES Save the settings. Now on all PDF documents
The reminders feature in MostDesk is designed for staff members, the member will be notified about some action they need to take (eq. Call customer, Schedule meeting), this option allows you to never forget anything about your customers. When you
The export from the table works like this way only the current view so if a lot data is found in the database to prevent crash that is how the data tables export work. You will need to export by