How do I create a To-Do if I am at my Dashboard?
To create a To-Do, go to the Menu and then select the + icon on the right side to the To-Do module and it directly creates a new To-Do right from the dashboard. This avoids the extra step of going to the To-Do module first and then creating a To-Do from there.
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What is the quickest way to add a Calendar entry, Sales activity or To-Do?
To add Calendar Entry, Sales Activity or To Do, the fastest way is to be in the Dashboard and then on the very top of the page, you will see a Calendar icon with a + sign on it. It will be on the left to the Live Chat option. Once selected, you can ...
How Create an Incident?
All kinds of Incidents happen at the work place. This module helps to Track, Respond Quickly & Accordingly. It helps to make corrections to prevent the same Incidents happening again. You can also Create an OSHA 300 Log, you can do so by scrolling to ...
How do I make the To Do's show up on my Dashboard?
The To Do's showing up on the dashboard is a handy option, you can do so by going to: Home page > scroll to the bottom > Click to Add/Remove Dashboard > Select To Do's from the list of Widgets.
Create a Retainage Account
Setting up retainage tracking: Create a Retainage account:a. Click theGearicon. b. From the drop-down menu, selectChart of Accounts. c. In theChart of Accounts, clickNew. d. ForCategory Type, selectOther Current Assets. e. ForDetail Type, ...
How to Create an Estimate?
Estimates give you the ability to list out all items at the time of bidding. You can create an Estimate by going to: Menu > Estimates > Create New Estimate. For the Items Tab, you can create multiple Sections, you can Add Items from Database or Add ...