Setting up your account

How to add your company logo
When you add a company logo onto your Magnetic account, it will appear in the following places: Added to the top left of your screen to give a c...
Thu, 15 Dec, 2016 at 12:40 PM
Customise Your Personal Settings
We are all individuals and have our personal preferences of how we like to work. At Magnetic we cater for your unique preferences with our customisabl...
Thu, 15 Dec, 2016 at 12:56 PM
Creating Custom Fields for Contacts/ Companies/ Opportunities/ Job
The types and quantities of fields that contacts and companies are associated with can be endless and suitable only for your company. Magnetic gives you ...
Wed, 21 Dec, 2016 at 1:51 PM
Customise Status Lanes for opportunities, jobs and tasks
Status lanes are used to create a workflow in which one can determine the various stages of opportunities, projects, and tasks. You can customise your o...
Mon, 16 Jan, 2017 at 11:32 AM
Setting up new users to my account
New users on your Magnetic account can be added by company admins.  To add new users, follow these simple steps: 1. Hover your mouse over you...
Wed, 21 Dec, 2016 at 1:53 PM
Setting up your accounts module
With Magnetic you can run your entire agency off a single app, including your accounts. You can create cost estimates, invoices, purchase orders, cre...
Wed, 21 Dec, 2016 at 1:54 PM
Creating Item Types or Billing Rates
Decide when creating a user how much they will be charged by selecting an Item type or Billing rate for them. Item types are used when creating cost estim...
Wed, 21 Dec, 2016 at 1:54 PM
How can I use templates to create jobs, cost estimates and tax invoices?
If you often have the same set of tasks that need to be completed for any type of job, cost estimate or tax invoice. Save time by creating templates fro...
Wed, 21 Dec, 2016 at 1:56 PM
Icon guide
Magnetic uses a variety of icons for your convenience.  Comments can be added to opportunities, jobs and tasks. View ...
Mon, 28 Nov, 2016 at 11:59 AM
Time saving hacks: Quick add, Global Search and Saved Searches
Magnetic realises how busy agencies are and we want to help save you time by giving you three tricks to work with. 1. Quick Add Menu:  ...
Tue, 11 Apr, 2017 at 8:43 AM