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