The system is setup so that you can save emails against people so other users can see what was said and when. Before you can do this you need to setup your email addresses on your account page. Click on the drop-down arrow at the top right next to ...
Custom fields allow you to store custom information against organisations, people and invoices. You can have the following custom field types: Free text Text area Date CheckboxWhen you add a custom field (via Setup > Custom Fields) you can set ...
To invoice a customer (organisation) you must first create a sales order. Once the sales order is created, view it and click on the "Create Invoice" link in the actions box. This link will only be visible if you have assigned a contact (person) to ...
This page is literally the control centre of your business. It is designed to be able to give the boss an up-to-date view of what is happening with regards to who is working on what and when companies are getting followed up etc. To add an ...
Your dashboard is the first page you see when you login. At the top there are 4 dials. You can change the view to either the current month or your financial year. Each dial has 2 values, forecast and actual. Revenue The first dial is your revenue. ...