Home Screen

Widgets

• How to use the customer correspondence widget
• How to use the Sales Order Lookup Widget

General

• Left Module Menu
• Top Toolbar
• Quick Create Button
• Action Plans
• How to See All Notifications
• Calendar Views & Viewing Employees Dashboards

See all 10 articles

Calendar

• How to attach a Customer, Contact, or Vendor to an Appointment
• Cancel an Appointment
• How to Search for a Customer When Scheduling
• Scheduling an Appointment
• How to schedule recurring appointment

General

• Log My Hours
• Manufacturing Dashboard