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.

1
To create new goal, press Utilities -> Goals tracking -> New goal:

2
Describe goal and save.

3
You can follow progress:

4
You can edit or delete goal using Actions:

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 delete or edit announcement, use Actions.

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.

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