Year: 2019

New partner can be added by clicking on in the left panel or by clicking on button in the upper right corner of the partner listing page. Detailed information of the partner can be added through two different sub tabs (general and tags) which have their own corresponding fields.

• Type in the name of the partner (which is compulsory).
• Choose the relationship from the drop down.
  
• Choose Assigned type
• Choose the type from the drop down.
  
• Put in the phone number of the partner. You can add multiple phone numbers by clicking on link.
• Type in the e-mail address (which is compulsory).
• Click on Yes if would like your partner to receive an ‘invitation email’. Or else click on No.
• Upload the partner image. Click on Yes if would like your partner to receive a ‘referral email’. Or else click on No.
• Type Credit Score
• Click on to update the information and move to the next tab.

You can view the details of an Invoice by clicking on the respective invoice in the Invoice Listing page. You will be able to view the details of the Invoice through the Tabs i.e. General, Details, Address, Other and Tags. You will also be able to view all the updates on the corresponding Invoice through the Feed tab.

• The invoice can be added to your favorites by clicking on .
• The invoice can be followed by clicking on . By doing so, you will be able to receive all the invoice status change and update in the feeds.
• You can edit the invoice detail by clicking on the link.
• Information about the invoice such as Assigned To, Deal Name, Contact Name, Account Name, Quote Name, Carrier, Sales Stage, Due Date and Comments is displayed under the General category.
• The Details tab includes information on Invoice such as Product Name, Qty, Unit Rate, Sales Rate, Tax%, Tax and Total. It also displays the Grand Total obtained after applying Discount, Tax and Adjustments.
  
• The Address tab displays the details of the Billing Address and Shipping Address for the Invoice.
  
• The will take you to the previous page.
• The icon helps you add notes to the quote.
• You can Copy, Edit and Print the invoice by clicking on the action drop down.
• You can put your Comments on the Comment field and can view Comments of others.

Feed Tab

You can view all the updates on the corresponding Invoice through the Feed tab.

• You can share link from the option.
• You can write your own comment in the comment box and share it with other users by clicking on the tab.

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

• You can search for a particular starred notification by putting relevant keywords in the field.
• You can also search the Starred 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 Starred Notifications can be viewed in in both column and row formats.
• You can reply to a starred notification by hovering the mouse on the particular notification and clicking on icon.
• You can move a starred notification to the archive section. You just need to hover the mouse on the required notification and click on the icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down option.
  

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.
  

Invoice can be edited by clicking on the link in the Invoice Details page. You can also click on the icon from the Invoice Listing page to edit the Invoice. The Invoice details can be edited from the tabs General, Details, Address, Other and Tags.

• 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 to complete editing the invoice. Click on if you do not want to apply the new changes to 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.