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Overview

Home is the central starting point for accessing operational areas of the platform. Use it to move to dashboards, reports, your work desk, and application areas such as Sales, PM, Purchasing, Warehouse, and Finance. You can also attach a file from Home when you need to add supporting material.

Workflow

1. Choose the area in which you need to work.

   Select Dashboard for dashboard information, Reports for reporting, or My Desk for your personal work area. Select Sales, PM, Purchasing, Warehouse, or Finance to open the relevant business application. Use Tasks, Activities, or Data when those are the required operational areas.

2. Decide whether you need to access tickets.

   Select Tickets to open the ticket area. Return to Home or select another application area when your next activity belongs to a different function.

3. Decide whether a supporting file must be added.

   To add a file, select Attach. You can also place the file in the or Drop a file here area.

   Tip: Use a file attachment to keep relevant supporting material available with your Home activity.

4. Confirm the action.

   Select Ok after attaching the file or completing the required Home action.

Examples

A sales representative needs to review sales work and attach a customer document.

1. From Home, select Sales to enter the sales application.

2. When the representative needs to add the customer document, return to the Home attachment area and select Attach.

3. Add the file, or place it in or Drop a file here.

4. Select Ok to confirm the attachment.

5. Select My Desk to continue with assigned work, or select Tasks or Activities to manage the next required action.

Tips

Note: Select the application area that matches the business process you are performing, such as Purchasing for purchasing work or Warehouse for warehouse operations.

Tip: Use Reports when you need reporting information instead of opening an operational application area.

Tip: Select Ok after adding a file to complete the action.

Troubleshooting

Related pages

• Features
• Plans
• Configuration — Learning Path
• Default Layouts
• Configuration — Overview
• Getting Started with Configuration
• Departments
• Item Categories
• Reactivationreasons
• Dashboard Settings
• Reports Settings
• Serial Combinations
• Subscriber
• Subscription Invoices
• Warehouse