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.
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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.
Timeline
In the timeline, you will see all the entries created in the system and the actions performed in chronological order. You can also use the employee filter here to see the time zone in the form of a list (Show Grid):
