BCR Activity

 Allows the user to search, book in, edit, create quote and book out CRM Module> Activity> Booki...

It helps one to create a reminder of something, works like an alarm. It allows a user to search...

Memo is used to keep track of communication CRM Module> Activity> Memo Search Document ...

Alerts allow an automatic pop-up to occur when selecting a specific customer, supplier, stock ite...

This is where you search for active an inactive alerts CRM Module> Activity> Alert Search ...

Webatar > Activity> User dashboard  Purpose: The User dashboard was designed to give easy acc...

Allows the user to search, add, edit and delete pre-inspection checksheets CRM Module> Activity>...

Check List Group  This help document describes how to create and maintain a Pre Inspection Check...

Basic Search Video training manual 2016 - Click Here Search button allows a user to search usin...

A sales lead is the identification of a person or entity that has the interest and authority to p...

Create a quote  The system allows for a creation of a quote from the sales leads  Click on crea...

Leads find companies through numerous of channels The  Webaccounting system allows for the setup...

Make date fields smaller •Swap Follow up date and estimated close date •Follow up date field cr...

A support request search entails the list of requests sent through from the Website Support Th...

The Support Log Ticket is essential and serves as a centralised repository for all relevant suppo...

Detail Tab Video training manual 2016 - Click Here  Support log tickets are used to capture wor...

With Webaccounting we can integrate a logging system so that customers can go to your website, cl...

CRM Module> Activity> Support Log Ticket Select: Support Log Ticket Menu Item bv Click the Ad...

Create multiple future recurring tickets. Useful when creating tickets for monthly maintenance o...

This allows a user to interact with the customers. Basic Tab – Search button Debtor/Lead - se...

Existing Mailing List This is where you search for an existing Email Mailing List Video Trai...

CRM > Activity > Email Mailing List Click on the template that you would like to send out Cli...

Mail Chimp Email Out  Video training manual 2019 - Click Here  Webatar > Activity > Email Maili...

 CRM Module> Activity> Email Mailing List Click "Add" Add the Mailing List Name and a D...

Video training manual 2016 - Click Here Details Tab: Shows all the mailing list created. Hist...

Expenses are used to process claims for reimbursement. Expenses help with accurate and timely ex...

The expenses function allows you to process claims for reimbursement Benefits of Expenses: Ac...