...
Modules display vertically along the left side of the screen. Users will only see modules they have been granted user permission to . Within each module are Tools a user needs (permissions are assigned by a system administrator and are based on the user’s role and responsibilities). Modules consist of tools that users need to perform the functions duties of their job.
...
Module | Description | ||
|---|---|---|---|
Home | The Home module is the landing page users see when they log in to their account. User accounts are set up to view any of the three default homepage options available: Dashboard, Recent Activity and Sales. Changing a users default homepage is done in Setup > System > User. Right-click on the Home module to view any temporarily change the homepage view to one of the other Home screensoptions. Permanently change your homepage from User Profile in your User Account. | ||
Customer | The Customer module contains tools related to creating and servicing customer accounts. | ||
Dashboard | The Dashboard module provides a quick diagnostic in areas such as Accounts Receivable, Revenue, Growth and Productivity. | ||
Sales | The Sales module contains tools to track and manage contracts and leads. | ||
Operations | The Operations module contains tools needed for daily dispatch operations such as assigning routes, creating work orders, and etc. | ||
Accounting | The Accounting module contains tools for billing, accounts receivable, auto pay, etc. | ||
Reports | Includes all core and customizable reports. | ||
Setup | The Setup module controls the setup for the modules and their tools based on customer preference.
| ||
Database | The Database module contains tools that use database access to perform a task. Permissions to this module should be restricted. |
...