You will run into occasions where you will want to prevent a task from showing in your mobile application but not have to delete it entirely. We now have the ability to exclude a task from print that will immediately take effect in the mobile application.

Here is how it works:

First, navigate to the manage book section in the Web application

 

 

Important Note:

  • Tasks - check the box on a task and it will be excluded from the pad in REAL-TIME. You do not need to generate a new price book.
  • Categories & Sub-Categories - Check the box on a category or sub-category and you will need to generate a new book to have this take effect in the mobile application.
  • Printed book - as before, when you make changes in manage book, you always need to generate a new book to show the changes.
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