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Help Guides

Basic Troubleshooting Tips: Find Your Bearing
No matter where we are in the order process or issue, opening its original Sales Order will give us access to all of the links in its Lines tabs. From there,...
Fri, Oct 9, 2020 at 12:11 PM
Default Prima Order Flow
Mon, Nov 30, 2020 at 1:01 PM
Sales Commission Setup
  1. Create commission bands with a default percentage (e.g. band A with value 10 or 10% Band with value 10). Only bands needs setting up in Admin...
Wed, Aug 4, 2021 at 5:18 PM
Repointing Your Domain
Repointing Your Domain If your domain provider supports CNAME records, then you will need to setup a new CNAME record pointing at go.primasoftware.co Sett...
Wed, Jun 16, 2021 at 1:06 PM
Service Contracts, Meter Readings & Call Out Charges (CRS Logs)
   SERVICE CONTRACTS, METER READINGS AND CALL OUTS (CRS LOGS)   Summary of Contents: 1&2. Create Service Contract (Follow Step 1 if no charges or S...
Fri, May 27, 2022 at 1:50 PM
Housekeeping Webinar
Mon, Jul 5, 2021 at 9:27 AM
Updated Dashboard Setup
Mon, Jul 5, 2021 at 9:27 AM
Navigating Efficiently in Prima
Mon, Jul 5, 2021 at 9:28 AM
Installing Prima
To Install on a new machine: Step 1: Download the installer 1. Click on the Install Now button located on this page: http://install.primasoftware.co...
Mon, Sep 6, 2021 at 1:06 PM
User Filters and Grid Layouts
Setting up dashboard tiles    In order to set up a dashboard tile you will need to firstly set filters as required for example ‘Status: Outstanding’ or ‘C...
Wed, Sep 8, 2021 at 10:28 AM

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