User Guide › Dashboard
Overview
Use the Dashboard form to select an available work-area control for your daily business activity. The available controls include Dashboard, reporting, sales, project management, purchasing, warehouse, finance, tasks, activities, data, and tickets.
Steps
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Select Dashboard to work from the Dashboard form.
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Select the control that corresponds to the area you need to access:
- Select Reports for reporting.
- Select My Desk for your desk.
- Select Sales for sales activities.
- Select PM for project management activities.
- Select Purchasing for purchasing activities.
- Select Warehouse for warehouse activities.
- Select Finance for finance activities.
- Select Tasks for tasks.
- Select Activities for activities.
- Select Data for data.
- Select Tickets for tickets.
- Select Select when you need the available selection control.
Tips & cautions
Tip: Select the work-area control that matches the business activity you are performing to keep your daily navigation focused.
Note: The Dashboard form provides separate controls for operational areas such as Sales, Purchasing, Warehouse, and Finance.
Result
You have selected an available work-area control from the Dashboard form.
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