Support Desk

How to view company wise task(s): In all tasks you need to select Billing under company in the below screen shot you will come to know how to assign c...

Leads Management: In What's New - INSTALL the Lead Update then you can view Leads page. Leads page: 1. Click on Leads menu 2. Click ...

How to schedule task, Meeting, Calls in leads: From the Leads list click on Name and you can view details of Leads like below you can add Notes ...

How to convert lead in to your customer: You can convert lead in to Customer for this you need to go to Action drop down --> select option as C...

How to schedule resource with task/activities in ERPCA? In Taskboard, you can schedule your resource for task and activities. you can assign task, edi...

How to view scheduled task of resource in ERPCA? In Team Scheduled, edit and delete the scheduled task. You can filter data / list, by editing task. ...

In ERPCA one can change the due date of multiple task ( WIP and Overdue)  which belongs to the same work-category: Open Taskboard--->>>>Bi...

Pre-condition - Do not use ' and " sign in excel In Import Task - There are many fields in excel but only 8 basic fields are mandatory. Lets...

How to assign activity to resource or with team member from Taskboard? In Bird-Eye view and List view you can assigned activity to assigned resource a...

How to reopen closed tasks? Need to login as a Admin. Go to Taskboard - Bird Eye view - you can view Closed tasks there is link to Reopen tasks. This ...