TIME TRACKER
Benefits of TIME TRACKER
1. Easily Plan your daily work
2. Monitor your team's daily work nothing like before
3. Record working hrs. of task assigned to you in real-time with ERPCA CLOCK
4. Record your daily unplanned work and unmonitored hrs. hassle-free
QUICK SWITCH
You can easily switch from one page to another page using this QUICK SEARCH feature.
Click on Quick Search a pop up will open, where you can see all the name of modules
Select any of the option from the list and will redirect to expected page
LEAD MANAGEMENT
1. Click on Leads menu
2. Click on Add New Lead - If you want to create new lead
3. Click on Name - To create and update Lead owner, schedule task, Meeting, Call
4. Action drop down - you can edit, delete, view logs or change the status of respective Leads.
+ ADD
Quickly switch from one page to another like: +Add in the header panel which is like a Shortcut button
To create new and Quick Task, Customer, New invoice and DSC click on Add button and select desired option from the list.
TO DO MANAGEMENT
This option is to note down all your back end office work to be done just like we maintain a Diary!
We can also create to-dos for other team member
SELECT THE FINANCIAL YEAR
At the time of task create you need to select the financial year.
To find the same task you need to select FY from the drop down
HOME PAGE
This page can be view by Admin as Admin is the first person
who can add users, customer, workflow, basic setting like email, task etc.
NOTIFICATION
You van compose and send mails in bulk to client as well resources from here
ACCOUNT SETTINGS
It involves the basic settings,task,notification, user group and sms configuration settings