Logout
Logout You can always log out of the tool, by hitting the logout button in the main menu.
Logout You can always log out of the tool, by hitting the logout button in the main menu.
Analytics Here all the details are fetched to show you the analytics on the total number of project in TAC, name of those projects, team members assigned to those projects/ tasks, opened / closed dates, number of member involved, no of tickets filed/opened/closed/ etc. Set on call list You can set a call list of … Continue reading “Analytics”
TAC Technical Assistance Center is the customer support interface where all the post production changes / issues are tagged for assistance. In your TAC dashboard, you can view all the open tickets, tickets in queue, tasks assigned to you, history, client’s feedback, and your reports. TAC Tickets You can request / manage all issues/incidents via … Continue reading “TAC”
Add projects Mind as you start to migrate more of your projects into your new system. Add the project name, code, details and the tasks required to complete it Add the estimated hours required for each task Add budget and timeline Add workers to tasks, and Project managers to Projects Tell your team it`s ok … Continue reading “Add projects”
Reviewing your Projects and Tasks Click on the individual Project under all Project view the individual project details along with the tasks that are required to complete that project. Project breakdown area: Within the project area you can access the fields like the 1) Title Bar-This shows the Project Title, Project Code, History (shows the … Continue reading “Manage a Project”
You can manage your workforce with online timesheet. You can view your employees / teams members hourly / project timing that is billable. You can also extract exact details like employee name, project name/id, started date & time, task name & id, task actual hours, and the location where they are working from.
Calendar The Project Calendar provides a personalized view of the Projects and Tasks that you have access to. You can view the calendar in Month, Week, or Day formats and click back and forward between periods as desired. You can move any event by dragging it to the preferred date range. You can view detailed … Continue reading “Calendar”
Cases (Tasks) – you can add and review cases. You can add multiple cases by clicking add case button and assign them single or multiple members in the team. You also have an option to hide some specific comments from the customer. Were only the assigned or any of your team member could view it. … Continue reading “Cases (Tasks)”
You can view overall report of all individual projects. You week each project`s cases, completion time, day/week/month wise tasks and time. Also you can view the overall time worked on a project. Active Projects The Active Project area which is a default main page is used to setup your Project Management & Tasks, add People … Continue reading “Project Reports”
The Projects area which is a default main page is used to setup your Project Management & Tasks, add People to them, and for day to day management and investigation of your Projects. Here is a list of all the projects you currently have access to, along with the Organization the project belongs to, the … Continue reading “Projects”
Manage Users – You can set/modify the proxy name for the existing users, fix wage according to their experience, enter the cadre level of the users (Owner, Manager, Employee, Customer), You can enable each user’s status report by clicking the check box under the “status Report Active” field and thus you can customize each employees … Continue reading “Manage users”
Add New Users Adding People and setting their access-A Person is usually a user that can log in, but you can also set up non-login people that you just want to keep track of (only users that can log in count toward your user restriction). To add a new Person, click People in the main … Continue reading “Users (Adding People, Projects, and Tasks)”
Manual Status Report – You can filter and view a complete report for individual member or you can even filter for more specific reports as (case by case) or for individual employees .
Time Zone All dates and times are displayed according to your respective time zone. However, you can set your own time zone for your user account and have your local time zone display throughout the project. Displaying dates in your local time may help you stay up to date on assignments and due dates, especially … Continue reading “Time Zone”
Click on the User Settings icon in the main menu, and you’ll be presented with the General settings tab. In here you can add the user details like Company logo, Avatar, Name, Email ID, Photo, Time Zone, and customize your profile. In addition, you can change email notification preferences for Reports. You can also update/change … Continue reading “User Setting”
Raising vacation requests: Employees can submit time-off requests to managers, and report sick days directly through vacation tracking option from their dashboard, they’ll also get up-to-the-minute visibility into their history, pending vacation requests, and remaining balances. Approve or deny requests with one click. After a request is received, automatically an email is sent to the … Continue reading “Vacation Tracking”
Search: Also in the main menu is the quick search box. To find something within CRM tool just type in this box to see an instant list of matching items. Click on one of the search results to take you directly to that item. Profile Widget Shows your Avatar
Once you’ve logged in you’ll see your default screen with main menu. Hover any of the main menu to explore each section, a range of options, and any recently accessed items. Click on the menu item to visit the Project’s, Schedule, Mailbox, Vacation Tracking, or User Settings sections. Within the project area you will have … Continue reading “Home Page”
Setup: Enter your CRM web address [https://crmsoftwares.com/login] into your browser you’ll see your login screen. Sign up: You can simply enter the details in the signup form to register your account. Login: If you are already a registered user you can directly enter your username and password as provided and Sign In or press Enter. … Continue reading “Logging in”