How to customize your product database

Learn more about how to customize your product database toolbar to display your team's integrated databases.

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How to access commonsku's integrated databases

How to customize your toolbar to show your team's databases

FAQ

How to access commonsku's integrated databases 

To search for a product from a client form (presentation, estimate, sales order, or invoice):

1. Click + Add > Product
2. Select your desired database from the toolbar, or
3. Select More to access a full list of all integrated product databases and collections

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How to customize your toolbar to show your team's databases

You can customize your database toolbar:

• From a sales form (presentation, estimate, sales order, invoice)
• From the Connect > Products tab

To customize your toolbar from a sales form:

1. Click + Add > Product
2. Select More
3. Click Customize
4. Drag and Drop your preferred database above the line to include it in your default database list
5. Click Done

To customize your toolbar from the Connect > Products tab:

1. Navigate to Connect > Products
2. Select More
3. Click Customize
4. Drag and Drop your preferred database above the line to include it in your default database list
5. Click Done

 

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FAQ

• If I make changes to my product database toolbar, does that change the toolbars for the rest of my team?

If I make changes to my product database toolbar, does that change the toolbars for the rest of my team?

No. The customizations you set for your product database are only specific to you and do not affect the rest of your team. 

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