
Stock Portfolio Management Software
Easify
Easify

About Easify
- Installing Easify on the Cloud
- Installing an additional Easify Pro Client on the Cloud
- Upgrading Easify on the Cloud
- On Premises Installing Easify for the first time Installing your Easify License Installing an additional Easify Pro Client Installing an additional Easify Server Upgrading Easify Upgrading Easify from Version 3
- Installing Easify for the first time
- Installing your Easify License
- Installing an additional Easify Pro Client
- Installing an additional Easify Server
- Upgrading Easify from Version 3
- Logging In On the Cloud Logging in to Easify Cloud Easify Connection Manager on the Cloud On Premises Logging in to Easify Easify Connection Manager Discovering Easify Servers
- On the Cloud Logging in to Easify Cloud Easify Connection Manager on the Cloud
- Logging in to Easify Cloud
- Easify Connection Manager on the Cloud
- On Premises Logging in to Easify Easify Connection Manager Discovering Easify Servers
- Logging in to Easify
- Getting Started Running Easify or the First Time Initial Setup Selecting your VAT status Preparing to Add Products Adding Manufacturers Adding Suppliers Creating Product Categories and Subcategories
- Running Easify or the First Time
- Initial Setup Selecting your VAT status Preparing to Add Products Adding Manufacturers Adding Suppliers Creating Product Categories and Subcategories
- Selecting your VAT status
- Preparing to Add Products
- Creating Product Categories and Subcategories
- Troubleshooting Installation Problems Connectivity Issues
- Card Payments Payment Sense Overview Getting Started Taking Card Payments Refunds Cashback Reporting
- Payment Sense Overview Getting Started Taking Card Payments Refunds Cashback Reporting
- Customers Customers Editing a Customer Record Product Sales History Order History Documents
- Editing a Customer Record
- Document Management System (DMS) DMS Overview Using the DMS with DropBox Using the DMS with DropBox via Network Share (Advanced)
- Using the DMS with DropBox
- Using the DMS with DropBox via Network Share (Advanced)
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Categories & features
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