by Petr Vevera | Mar 8, 2019 | Manual
New Purchase Order 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose new Purchase order. 5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
by Petr Vevera | Mar 8, 2019 | Manual
New Sales Quotation 1. In the left navigation menu, select Unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Sales Quotation. 5. Complete header details. Mandatory fields are red underlined (can be different from the...
by Petr Vevera | Mar 8, 2019 | Manual
New Document 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents view or All Documents view. 3. Click on New document. 4. Choose document. 5. Complete all header details. Mandatory fields are red underlined (can be different by company’s...
by Petr Vevera | Mar 8, 2019 | Manual
List Of Colleagues 1. This is the place, where you can see all your colleagues from the company and their contact details. 2. You can see the information about the colleague and the name of his company. There are also icons that show online status, attendance status...
by Petr Vevera | Mar 8, 2019 | Manual
My Notes This feature enables you to document any comments, reminders, or other notes. You can input these notes directly from the Dashboard. There are two types of notes – agency and personal. Both of them are private and visible only for you. It is a feature...
by Petr Vevera | Mar 8, 2019 | Manual
Add New Sticker 1. Click on the Sticker icon in the top right corner. 2. Write any comment to the sticker. 3. Perfect! You added sticker. You can also add a sticker in other places in the system: Invoices, Documents, Jobs, Tasks, Internal or Client overheads etc....
