Placeholders you can use: {project} {quote_num} {total} {valid_to} {wholesaler} {contractor} {creator}

One smart "Product Link" column is appended to every Excel/CSV export. CLI products get the Clipsal URL; all others get the SE search URL. The full URL is shown as the hyperlink text.

Each person signs in with their own email and password (create accounts in the Users tab). Users see the shared price data and only their own quotes and clients. You (admin) see everything, including the Log Book of all activity.

Drag to reorder tabs. Toggle visibility. Changes apply immediately and are saved.

Send them the app link + their email and temporary password. They can change the password in Admin-free Settings (Access tab is visible to every user for their own password).

Upload your Commercial Action Plan spreadsheet. The tool will read all contacts and let you track calls, meetings and notes per client. Uploading a new file merges data — existing activity logs and notes are preserved.

Columns are auto-detected from your file's header row. No manual mapping needed — the tool reads all columns automatically. You choose which columns are visible in the CAP tab using the Columns panel on the left.