Magnetic Support

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 custom...

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 customisable ...

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 t...

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 opp...

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 your name...

With Magnetic you can run your entire agency off a single app, including your accounts. You can create cost estimates, invoices, purchase orders, credi...

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 estima...

Magnetic uses a variety of icons for your convenience.  Comments can be added to opportunities, jobs and tasks. View ...

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:  This...

Saved Searches Magnetic has super powerful search capabilities that are often underutilised due to the effort to add the search criteria. Not anymore, we h...