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Products
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Sales
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Production
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Finance
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Operations
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Admin
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Reports
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Spot Search
 
 
 
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Updated on 2/8/2019
Direct link to topic in this publication:
Help by Modules latest
My Quick Info

My Quick Info 


The My quick info page provides the 360-degree view of the user’s details and data and accessibility of real-time information from anywhere, from any smart device over the internet.




The Menu options on this page are Lookup and Search, Create New, Quick Email, My Recent 10 Transactions, My Tasks. My Customers/Prospects/Leads, Go to My Listings, My Reports, Calendar, Clock, Weather and Map.


Lookup and Search: Enter the details in the respective columns and click on ‘Go’ to view the required details.



Create New: The sub-menus under this section are New Task and Add/Modify Clock In/Out.


New Task: Clicking on this link will take you to the new task creation page.





Add/Modify Clock In/Out: Clicking on this link will take you to the clock In/Out listing page.




Clicking on the Entry ID will take you the Add/ Modify Tab.



Quick Email:  You can send quick email without logging into your email account.



Other useful information at a glance:

This page displays information related to your business such as ‘My Recent 10 Transactions’, ‘My Tasks’, ‘My Customers/Prospects/Leads’. This page also has a built in Clock, Weather, Calendar and Map.


Go to My Listings and My Reports: These sections has the links to various important documents and Reports.