Year: 2019

You can view the total number of sent notifications by clicking on icon at the left column.

• You can search for a particular sent notification by putting relevant search terms in the field.
• You can change the display pattern of the sent notification page by clicking on either column or row view .
• You can view a sent notification by clicking on it.
• You can further reply to a sent notification by hovering the mouse on the particular notification and clicking on icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down option.

You can get an overview of all the notifications through the notification inbox page. Name of the sender, subject of the notification, related to and sent date are mentioned here.

Notification can be created and added to the Notification Inbox page either by clicking on link in the left column or by clicking on tab in the upper right corner of the Notification inbox page.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search the Notification by using various advanced search criteria through the Advanced search link.
• The various combination of advanced search criteria can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.
• You can filter the list of notifications by clicking on the view drop down option.
• You can mass update the notifications by selecting them (through the check box) and then clicking on the action drop down option.
• You can send a new notification by clicking on tab.
• The listing of Notifications can be viewed in in both column and row formats .
• By selecting check boxes beside the Notifications, you can select one/multiple notifications and can mass update them through the Action drop down.
• You can copy a notification into the starred category by clicking on icon.
• You can reply to a notification by hovering the mouse on the particular notification and clicking on icon.
• You can move a notification to the archive section by hovering the mouse on the required notification and clicking on the icon.
• You can set the number of rows to be displayed in the notification inbox by clicking on the show drop down option.
  

You can view the details of the project by clicking on the respective project in the Project Listing page and then clicking on the Details tab.

• The Details tab provides a comprehensive information on the project.
• These are the two milestones set for the project.
• You can add an independent task (not under any milestone). Please note: the option to add an independent task is also available towards the top section of the project details page.
• This is the unique code given to the project.
• It shows the current progress percentage of the project.
• By clicking on this check box, you can view all the completed tasks set for this project.
• Clicking on this will take you to the previous page.
• You can edit the project and add notifications to it by clicking on the action drop down.

Milestone
Hovering the cursor on any of the milestones, show a few inline options.

• You can change the order of the milestone by clicking on it and dragging it up or down.
• You can view the tasks and sub tasks assigned under the milestone by clicking on any of the two icons.
• You can add a new milestone to the project by clicking here.
• You can add a new task under the milestone.
• You can edit the milestone.
• You can delete the milestone from the project.

Task
Clicking on any of the milestones, shows the tasks assigned under it.

• Click here to open the section that shows the existing sub task and provides the option to add a new sub task.
• Clicking on the check box beside the task will mark it as complete.
• The task can be added to your favorites by clicking on .
• The task can be followed by clicking on . By doing so, you will be able to receive all the task status change and updates in the feeds.
• It shows the comments made to in relation to the task.
• It shows the total number of hours given upon the task till now.
• It shows that a sub task is assigned under the main task.
• It shows the total number of employees assigned to the task.
• It shows the deadline set for the task.
• Clicking on Action drop down, you add sub task, time sheet, member and comments to the task.



• By hovering the cursor on the task, you get the options of adding or viewing the current:
  1. Member
  2. Documents
  3. Comments
  4. Time sheet
  5. Sub task
  6. Followers
  7. Tag.
• You can add a new sub task under the task.
• You can edit the task.
• You can delete the task from the milestone.

Adding a Task

• Fill in the name of the task.
• Choose one of the priority options from the drop down.
• Add in the resources to the task (i.e. the number of people who will work on it)
• Set the cost type of the task – fixed or variable.
• Click on the check-box if you want the task to get published in the calendar.
• Show how far the task has been completed through the progress percentage.
• Set the completion date (i.e. deadline) for the task.
• Choose whether you want to keep the task billable or not.
• Set the billing currency and amount.
• Decide the number of hours that will be invested on the task.
• Click on to add the task to the milestone. Or else, click on cancel.

Editing a Task

• Give a new name to the task.
• Change the priority of the task by choosing another option from the drop down.
• Reselect the number of resources for the task.
• Change the cost type of the task.
• Publish or un-publish the task to the calendar.
• Edit the existing progress percentage of the task.
• Set a new completion deadline.
• Change the billable option.
• Set in the new billing currency and amount.
• Edit the estimated target hours for the task.
• Click on to apply the changes. Or else, click on cancel.

Sub task

Existing sub tasks under a task can be seen by hovering the cursor on the task and clicking on the sub task option.

• Click on the check box beside the sub task to mark it as complete.
• Click to add a new sub task to the list.
• By clicking on the action drop down or hovering the cursor on the sub task, you get the options of adding or viewing the current:
  1. Member
  2. Timesheet
  3. Comments
• Click to edit the sub task.
• Click to delete the sub task.

Adding a Sub Task

• Give the name of the sub task.
• Click to save the sub task.
• Click to cancel the process of adding the sub task.

Editing a Sub Task

• Give a new name to the sub task.
• Edit the estimated target hours for the sub task.
• Edit the existing progress percentage of the sub task.
• Set a new completion deadline.
• Click on to apply the changes. Or else, click on cancel.

You can view the complete message by selecting the respective notification from the Notification Inbox page.

• You can save the notification in the Starred section by clicking on icon.
• You can reply to the notification by clicking on .
• You can view all the details of the person to whom the message is related to by clicking on the individual’s name.
• You can navigate away to the previous page by clicking on icon.
• You can reply, forward or archive the message by clicking on the action drop down option.
  

You can edit an invoice’s details from two locations:

Listing Page: Find the three dots  next to the invoice you want to edit and select Edit.

Details Page: Simply click the Edit icon  or choose Edit option from the Action dropdown menu.

You can modify all invoice information by navigating through the various tabs.

• You can edit the General information of the invoice such as Name, Quote name, Deal Name, Account Name, Contact Name, Carrier, Assigned To, Due Date and Sales Stage from the General tab.
• You can change the Currency, Product name, Quantity, Sale rate, Discounts and Adjustment from the Details tab. You can also add a new product to the invoice from here.
• You can change the Billing Address and Shipping Address details from the Address tab.
• Click on Save to complete editing the invoice.

A new notification can be created by clicking on icon at the left column or by clicking on tab at the upper right corner of the notifications inbox page. A Send Notification page will open containing the necessary fields to be filled.

• The subject field is mandatory to fill.
• You can select one or multiple recipients from the list.
  
  
• You can filter the list by selecting users or teams for sending the notification.
  After you have selected the recipients, you can view their names by hovering the mouse on .
  Example –
  
• You are required to write the message here. You can change the font and color of the text as per your requirement.
• You can notify the recipient about whom the message is related to. You can select the person by clicking on the list.
  
  You can filter the list by clicking on Leads
• Once the message is completed, you can click on If you do not want to send the notification, you can click on .

You can get an overview of all the projects in the project listing page. You can view the details and do inline edit. Project Name, Code, Status, Start Date, Completion Date, Progress% and Account Name are mentioned here. You can change the display pattern of the project listing page by clicking on either column or row view. New project can be added either by clicking on link in the left column or by clicking on tab in the upper right corner of the project listing page.

• You can perform a quick search of the projects by inputting the keyword in the search field.
• You can also search for the project through various search criteria available under the Advanced Search option.



• The various combination of advanced search criteria can be saved and edited with keywords of your choice and can be used to search repetitively.The keywords or phrase you have saved are available on the Saved Searches drop down.
• By ticking the check boxes beside the projects, you can select one/multiple projects and can mass update them through the Action drop down.
• The projects can be followed by clicking on . Once done, you will be able to receive all the project updates in the feeds section.
• The Projects can be added to you favorites by clicking on .
• You can delete a project by clicking on .
• You can set the number of rows to be displayed in the project listing page by clicking on the show drop down option.
• You can add comment to any project by hovering the cursor on it.
• You can view followers to any project by hovering the cursor on it.
• You can edit any project by hovering the cursor on it and clicking on
• You can delete any project by hovering the cursor on it and clicking on
• The display of Project Listing fields can be customized by making the cursor hover on and then selecting the required fields that you want to display.



• You can mass update the projects by clicking on the Action drop down. (Please note you need to select the checkbox besides the projects to mass update them).

The invoice is the receipt copy of the payment made by the client. Learn more in details about the different modules of invoice from the following:

You can view the total number of archived notifications by clicking on icon at the left column.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search the Archived Notification by using various advanced search criteria through the Advanced search link.
• The various combination of advanced search criteria can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.
• The listing of Archived Notifications can be viewed in in both column and row formats .
• You can copy an archived notification in the starred category by clicking on icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down option.
• You can reply to an archived notification by hovering the mouse on the particular notification and clicking on icon.
• You can restore an archived message back to the inbox by clicking on icon.

The Library module helps you easily collaborate and share your documents within and outside your organization in a secure manner.

1. You can create a link for the folder/file by clicking on icon.

2. Once the link is generated, you can set the access details of the folder/file as per your requirement by clicking on the Link. Clicking on it will pop up a new section from where you can:

A. Copy-paste the link

B. Set the access criteria

C. Send the link to specific users.

A. Copy-paste the link.

• • You can copy paste the link to your email or IM client.

B. Set the access criteria.

• • Set Password: Protect your link by setting a password.
  • Set Expiration: Choose an expiration date, after which the link will no longer work.
  • Set Restriction: Restrict usage of the folder or file by turning the download option on or off.

C. Send the link to specific users.

• • Send To: You can choose the recipient name among the different users of the CRM.
  • Message: You can write a brief message about the folder/file.

Other Functions

• Shorten URL: If you have an account in Bitly, then you can shorten the link of the folder/file. Clicking on the Shorten URL option will pop up a new section where you need to provide the Bitli Username and Bitli Api Key for shortening the URL.
• Access Type: You can set the Access Types of the file/folder.

The details of a task can be viewed by clicking on the desired Task.

Bookmark: You can bookmark the task by clicking on

Edit: You can edit the task by clicking on the button.

Add Related Information: You can add notes to the task by clicking on .

Action: You can select the Action drop down menu to Copy and Edit the respective task.

The General tab displays information such as Task Name, Status, Task Priority, Assigned To, Related To, Start Date, Due Date, Created By and Last Modified By. You can add a reminder to the task.

You can set a reminder for the task in the form of an Alert, Notification or Email.

Clicking on Add a Reminder will open a few fields to be filled in.

You can choose the Type of reminder you would want for the task (Alert, Notification or Email) and also choose the Time when you would want to get reminded about the task.

Save the reminder.