Utilities

List of paragraphs:

• Media
• Bulk PDF export
• Goals tracking
• Announcements
• Activity log

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.

1

To create new goal, press Utilities -> Goals tracking -> New goal:

2

Describe goal and save.

3

You can follow progress:

4

You can search for goal, delete or edit it.

Announcements

You can enter announcement in a system:

1

To enter announcement, choose Utilities -> Announcements -> New announcement.

2

Mark the receivers and enter announcement:

3

Save.

4

To review, dismiss, delete or edit announcement, use Options.

5

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.