Start window (dashboard)

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Start window

The Start screen displays current business information:

- Open jobs with navigation options (single projekt/open jobs)

- List of deadlines and appointments with navigation options (Day view):

This portal displays two kinds of entries: automatically created deadlines in job items and custom, general memos and appointments for the day.

Click on a job item deadline to open the job item.
Click on  New appointment  to add a general memo and enter Date, Time and Text ein.
Click on the magnifying glass to edit a memo. When setting it Complete the entry will disappear from the deadline list  and will turn gray in the graphic day view (see below).
Note:
Past memos will automatically appear on every following day as long as they are not deleted  nor set to "compelete"!
Click the arrows right / left to browse calendar days.

 

Deadlines: "Times"

Displays deadlines and memos in a larger view with additional status colors for past entries.

 

Deadlines: "Week"

Displays deadlines and memos over 15 days with additional status colors for past entries.

To navigate to a particular entry from Week view: Click on a Date at the top to first change to Day view. From there show the resp. entry.
Click the arrows right / left to browse calendar days.

 

 

Navigate to other modules in  Special  menu

Nur im Startfenster finden Sie die Navigation zu folgenden Spezialfunktionen:

Finances
Circulars
Marketing Contacts
Tasks: Manage your own larger tasks and jobs (not related to client orders)