Utilities

List of paragraphs:

More system functions are available in Utilities module:

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, for example, how many leads employee must convert to contacts, during a specific period.

  1. To create a new goal, select New record.
  1. Describe the goal and save.
  1. Goal progress can be tracked and monitored until reached.

Announcements

You can publish announcement in a system:

  1. To create a new announcement, select Utilities - Announcements - New record.
  1. Describe the announcement, specify who can view it and save.
  1. The announcement will be displayed in the User Widget - Announcements.

Activity log

In Utilities - Activity log you can see activity log and actions done by users. 

Use date filter to check logs.

Timeline

In the timeline, you will see all the entries created in the system and the actions performed in chronological order.

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