Guide Steps
Where to go to setup JDIO Construction Portal Interface
Navigate to Setups > Companies > JDIO tab
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The Defaults tab is where the text for the JDIO welcome email is stored
The Processes tab is where certain validations can be turned on or off with regards to bringing in financial information from JDIO
To go to the setups for your JDIO Interface click the Open JDIO Organizational Setups
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Guide Screenshot Reference
