Utilities
List of paragraphs:
More system functions are available in Utilities module:
Media
Use Media to collect your documents and files.
To create new folder or upload new file, press right button of the mouse:
Bulk PDF export
Select Utilities -> Bulk PDF export to export invoices, pre invoices, payments or opportunities.
Goals tracking
System has an option to create goals for users.
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- To create new goal, press Utilities -> Goals tracking -> New goal:
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- Describe goal and save.
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- You can follow progress:
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- You can edit or delete goal using Actions:
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Announcements
You can enter announcement in a system:
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- To enter announcement, choose Utilities -> Announcements -> New announcement.
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- Mark the receivers and enter announcement:
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- Save.
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- To delete or edit announcement, use Actions.
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- To find announcement, use Search.
Activity log
In Utilities -> Activity log you can see activity log. Use date filter:
To empty log, choose Clear log.