Administration
Maintenance Window
Like all applications, Compass requires periodic maintenance. A Maintenance Window is designed to provide users with a predictable schedule for planned maintenance activities. By implementing planned maintenance windows, we aim to minimize service ...
Prioritizing Commonly Used Sources
When managing sources, you will see the new 'priority' icon, which you can click to make a source a priority. You should use this for commonly used sources so that they are easier to find. Note: The system can also automatically mark your most ...
I deleted a customer, but they keep reappearing!
Compass automatically creates customers for you in several scenarios, which may include: New text messages New web leads Missed phone calls Behind the scenes, Compass periodically 'scans' for any texts/web leads/etc which don't exist in Compass, and ...
Setting your Timezone in Compass
Setting your timezone in Compass ensures your location's various time information appears correctly (Audit Log, Text Messages, when Tasks were created, etc) To set your timezone, simply: 1) Go into Settings->General Settings 2) Expand "Account ...
Merging Customers
Deleting Templates
Campus allows you to remove any template you have created provided that the template is not being used as the default document. To remove a template, simply navigate to the template management section, locate the template, then click the trashcan ...
Adding Staff Members
As the business grows, there will be a need to add staff members to Compass. This can easily be done by using the Staff option under the Company Admin settings. A list of currently active and inactive staff members will be displayed. To add a new ...
Deactivating Staff Members
In the event you need to deactivate a staff member, you can do so by clicking on the Staff option under the company sub-menu of Settings. Find the employee you wish to deactivate on the list that appears. Clicking on the Notepad icon on the far ...
Adding Products To Compass
You can manage your products offered at your location within the system. There may come a point where you need to add a product to the system before you can start adding it to estimates or sales. To add a product to your system: Mouse over Settings ...