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Unified Operations

Email address

Password

Enter your email address. If an administrator has added you, we will email you a link to choose a new password.

Email address

Welcome to Unified. Choose a password to finish setting up your account.

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Secure sign-in will be available once the workspace is connected.

© 2026 Unified

WORKSPACE OPERATIONS SETUP

Workspace / Overview

Overview

Search customersCustomer statusSalesperson

My overview

Display

How Unified looks for you. Saved to your account, so it is the same on every computer.

Colour theme

Display size Table rows Menu on the left Start on

Email

Emails Unified sends (order confirmations now, more to come) come from this sender. Sign-in emails (invitations, password resets) are set up separately in the login service.

Sender name * Sender address * Replies go to Closing line

Signature shows The sender’s own details: name, extension, cell and email (each person sets theirs in Settings → My account; replies go to their email) Company name, phone, fax and websites (from Company details) The logos

Preview

Company details

Shown on every printed document: order confirmations, packing slips, purchase orders and work sheets.

Company name * Tagline Street address Address line 2 City State ZIP Phone Fax Email Website Second website

My account

Name
Email
Group

My email signature

Shown under every email you send from Unified, with the company phone, fax and websites. Replies to your emails go to the email address below.

Name as signed * Title Phone extension Cell My email (replies come here)

Preview

Change my password

New password Confirm new password

WELCOME

Welcome to Unified

These are the parts of Unified your permissions open. Ask an administrator if you need more.

PLANNED MODULE

CUSTOMER SETUP

New customer

Start with a customer name. Add contact and address details now or come back to them later.

General information

Customer / company name *

Legal / billing name

Customer codeLeave blank for an automatic code.

Status

SalespersonPeople in the Sales group (or given “Salesperson” in Users & permissions).

Website

Billing

Payment termsEmpty = the standard term (Settings → Billing).

Not taxable (resale / exempt)

Tax area *

Resale certificate # (optional)

Certificate expires

Credit (executives)

Credit status

Credit limit ($)Checked automatically once balances come from QuickBooks.

Credit noteShown with the status to people entering orders.

Primary contact

Contact name

Title / department

Email address

Phone

The primary contact handles orders, invoices and deliveries

Contacts by purpose

Leave a field empty to use the primary contact's.

Order confirmations

Gets order confirmations.

Name

Email

Phone

Billing & invoices

Gets invoices and statements.

Name

Email

Phone

Shipping & deliveries

Gets delivery notices and back-order updates.

Name

Email

Phone

Billing address

Street address

Suite / address line 2

City

State / province

ZIP / postal code

Country

Shipping address is the same as billing

Shipping address

Street address

Suite / address line 2

City

State / province

ZIP / postal code

Country

Customer notesCustomer notesVisible to users with customer access.

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