Support

General 4

• How to add a user
• Updating user privileges
• How to add files to the Library
• How to view reports

Audits 6

• If I need to replace a call cycle, but I have already uploaded one, what do I do?
• What is the difference between call cycle and calendar view?
• Can a call cycle be edited once it has been uploaded?
• I want to delete an audit / task, how do I do that?
• What is answer inheriting?

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Customers 1

• How do I add a new customer?

Sales 6

• Where do my sales orders come from?
• How do I add/ place a new sales order?
• How do I fulfill my order?
• How do I know where in the order process I am?
• What if I want to place an order but there is no stock?

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Products 6

• How do I add a product?
• How do I delete or disable a product / item kit?
• Where do I find the disabled / inactive products?
• What is an item kit?
• How do I check if a product is in the system?

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Purchasing 5

• How do I add a new vendor?
• How do I add / place a new vendor order?
• How do I receive my order?
• How do I know where in the process I am?
• What happens after I place the order?