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…
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 .…
On the list of issued invoices, we can first use the filter to display paid invoices without a tax document. Once the “Apply” button has been clicked, all issued invoices, which are of the “Invoice Invoice” type, have a linked payment, and this backup invoice is not linked to another “Invoice – Tax Document” invoice. …
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…
Subgrids also work inversely, so if we select Contacts in the Appointments entity, we will see all contacts with an appointment.
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…