Create stashes that are automatically visible to your entire firm. Administrators have the capability of creating and adding to Firm Stashes! Stashes are basically groupings of details that you group together manually.
On the Stashes page, you will find a Firm Stashes button to the right of the Your Stashes button. As Administrators create Firm Stashes, all of your firm members on Pirros will have access to these stashes and the details within them. Only administrators can add or remove details from Firm Stashes.
Copy Stashes into Firm Stashes
Administrators: You can copy Your Stashes to Firm Stashes to begin populating your firm's joined stashes. Click on the stash in Your Stashes that you want to copy. Then, click the dropdown menu to choose Copy to Firm Stashes.
Steps on how to create a new Firm Stash
Click into the stashes tab on the top left
On the top right, click + New Stash to create a new stash
Here, you will name your stash (For example, Residential Window Details) and Click the toggle on for Firm Stash
By clicking the toggle on for Firm Stash, this stash will be visible to all your users, but only administrators can add to the stash and edit the stash
After you click Save Changes, that will automatically make the stash, your active stash, which you can see on the top right
You need to click on the Firm Stashes tab to be able to see any firm stashes you create
Automatically any time you get on the stashes page, you will see only your user stashes, but you can click to the Firm Stashes tab to see all of your firm stashes
Click back to the details page and make a search for details you want to add to the stash
Click on the top right of each detail card to select those details and click stash once you have finished your selection
These details will get stashes into your ACTIVE stash
Click on the top right Stash dropdown to change your active stash
