SpinLessPlates – How To Create Custom Lists
Review the data you need in easy to access list format customised to your requirements. Create or update custom lists of your data simply and quickly in SpinLessPlates. To create a custom list please follow these steps (or watch the video below). You can export the contents of your list by simply clicking the…
How Do I Access My System From Anywhere?
You can access your SpinLessPlates system from any computer with a browser and an internet connection. Just open the browser (we recommend using Chrome), enter your SpinLessPlates account URL (yourusername.spinlessplates.com) and log in. Below is a video that shows you how.
Can I Do My Accounts With SpinLessPlates
If you are a soloprenuer then you can complete your accounts by using the reports below and watching the video below. If you need to complete more than simple accounts, link your system to Xero or Kashflow.
Is There A Limit To The Amount Of Records I Can Enter?
There is no limit to the amount of data that you can enter within your SpinLessPlates system. The only restriction you may encounter is the size of your back up email. If your back up file is too large, your email provider may not allow the delivery of the back up email.
I’m Editing A Field But Every Time I Go Back It Hasn’t Changed, Why?
Your SpinLessPlates system doesn’t have a save button, your changes auto save once you click in the white area outside the field your changed. The field turns to red when you are editing and it is active, and then back to blue once it is saved. Check out the below video to see it in…
Why Can’t I Delete Enquiries
When you make a quote, sale, invoice or purchase inactive a Delete button appears but not in enquiries, why? As your enquiry module is linked to all other modules within your system we several situations where deleting the enquiry, also deleted all the related files. So as a security measure we removed the delete option…
Use SpinLessPlates As B2C Business Software
Watch the video below to see how to manage your B2C business.
SpinLessPlates Help – Do I Have To Use Every Module?
The easy answer is no you don’t. You can use as many or as few of the features within your SpinLessPlates system. There are users who only use the system to manage their contacts, others who on use it for task management. And there is even one who uses it only to create purchase orders.…
Sending Auto Responders Using SpinLessPlates
Ok it is a slightly misleading title as you can’t set up auto responders within SpinLessPlates as it’s business management rather than email marketing or sales automation. Using the SpinLessPlates web form and the integration with MailChimp you can send out auto responders. Watch the videos below to see how to set up your MailChimp…
SpinLessPlates Help – How To Cancel Your Account
Cancel your SpinLessPlates account by completing these steps (or watch the video below).
