Applications › My Desk
Overview
My Desk is the personal workspace for accessing operational information across the business management platform. It brings together application areas used for sales, project management, purchasing, warehouse operations, and finance.
Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance officers can use My Desk to move between their relevant work areas and review available dashboard information. The area provides access to reporting, tickets, attachments, and graphical views.
My Desk supports work that relates to Accounts, RFQs, Direct Orders, Buyouts, projects, Warehouse Stock, finance activities, and Job Profitability. The information available depends on the applications and records relevant to the user’s role.
What you can do here
- Select graphs to view graphical information available from My Desk.
- Open Tickets to access tickets associated with your work.
- Select Attach to add or manage attachments from the current context.
- Select Dashboard to access dashboard information.
- Select Reports to access available reports.
- Open Sales, PM, Purchasing, Warehouse, or Finance to move to the corresponding operational application area.
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