Alerts to the user

Notification give users a report on their activities and their dates. They are located at the top right, next to the user’s portrait. E-mail The green color displays the number of unread emails to the user, where we click on the icon to preview the last five emails . Cases The notifications give an overview of the number of cases handled by…

Alerts in the menu

The system contains alerts that give you a quick view of the status for particular entities. For a demonstration, we can use the Calendar section. Calendar Green indicates the  unobserved calls on the current day. These notifications let us know that we have new calls to view. Orange color indicates the number of unobserved events on the the current day .…

Search

The Search function is a full-text search that allows you to search across the system to find any existing field or record. So you are searching for a person by name, phone, email or business; or possibly an invoice (and its number), the search will produce results relating to your search criteria. Simply enter your criteria…

Discussion

All records in Vistos CRM have the discussion option available. Questions and comments are graphically organized within the discussion. Discussion is an internal element of the company. Users can post comments here, which are sent by clicking the Send button. If we want to respond to any of the comments, we will do so by…