- Academy
- CostCertified Knowledgebase (old platform)
- Project details and settings
-
Getting Started
-
Bolster Basics
-
Bolster Dashboard
-
Bolster Proposals
-
Bolster CRM
-
Line Items & Assemblies in Bolster
-
Bolster Presentations
-
Company Preferences & Settings in Bolster
-
CostCertified Fundamental Skills (old platform)
-
CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost
Unlink / unsync / unsave item or assembly in a quote
You may want to unlink an assembly or item from its saved version, for example if you are making contextual changes inside an assembly that you want to save only in that one place. That means that when those items or assemblies are updated externally, it won’t affect these unlinked items in this assembly.
-
Click on the actions menu on an item or assembly
-
When the menu pops up, if it is a saved version, it will show Unlink from saved version. Click that.
- Now you should see the little saved database icon disappear because that item is no longer related to the saved version.