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The purpose of Document Management is to help customers add attachments to the system that are not linked to any transaction documents. Some examples are as follows VAT / GST returns with all of its attachments Supplier monthly statements Customer contra...

Main Modules The main system screen consists of 8 modules.  In the security setup you can limit users from gaining access to the each module. We have also added quick access to your CRM functions such as time logs and support logs ,sales leads and reminders....

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Resizing or finding hidden columns 1.          Reset your grid view 2.          Or check for the hidden column    Check for hidden column Go to one of the column headers and where the arrow appears, click on the drop down, then down to columns. This will...

Video training manual 2019 - Click Here The system caters for shortcut keys so as to reduce the use of the mouse See below shortcut keys Not all windows are configured for keyboard keys Basic keys Move between fields Tab Buttons and fields Ba...

This function allows users to enter information into a word type environment. Text can be changed, images inserted and many other functions. These are available in the following sections Support log ticket Quote Manage Job Policy doc Time Log Sales l...

Video training manual - Click Here  Shows how to create a shortcut on the desktop   Replace the http://localhost with the online company access.  This will look something like this https://webaccounting1.co.za   The fulll path can be https://webaccounting...

Each window will have a certain colour scheme . For customer documents we will have three colours, 1.Light Yellow ( #ffe6b3 ) for quantity (Bold and centre) 2.Light green ( #90EE90 ) for selling price 3.Rosy Brown ( #FFC1C1 ) for cost price   In most cas...

Date Search Quick Buttons  In most of the Date from searches, there will be three buttons next to the date The X button will clear the date which will search ALL records in the past. Should you continue to click on the - button, it will keep go...

The system sends out emails to an email server which can either be a SMTP server, Exchange Server or Gmail email server. When you send the email it routes it to one of these Mail servers and once the Mail server accepts it we log an entry that it was successf...

Attachment Grid Access The system allows for attachments and hyperlinks to be added to documents. Everywhere in the system, there is either a button or paper clip symbol on the grid. The grid will display a paper clip which will have different colours ind...

The system now allows for all attachments that are uploaded and saved into the Huge software to be named with a file based on the name that you put in and it appends the date and time that you uploaded it.  An example of a good naming conversion can be seen i...

You can now drag and drop any document into this open space to upload an attachment. You can click in open space which will then open up the File Explorer for you to select a file.  The system will try and determine the type of file you are uploading. Image...

The system allows multiple attachments to be uploaded via the Drag & Drop function. This works well with email where one can drag attachments from email to system or from anywhere the attachments are saved on the computer. Note that the default setting for D...

The attachment delete buttons are disabled by default. In order to enable you to need to enable the delete button in the form's security.   If you have access to the form security, click on this   

We do allow for emailing of attachments, but as a rule the default setting is OFF to allow email of the attachment. Drag and drop default is set to off to allow for emailing.   However you can edit the attachment to allow for emailing of attachment  When...

An alert will pop up on the emailing of documents where the flag to email an attachment is on If a user has uploaded an attachment and wants to email it. When we get to email and the user forgets to select the attachment he wants to send with the email. An ...

Open the panel and click on any photo to preview image    Image view, now shows condensed view to fit screen  

If you cannot open an attachment, it can be due to several reasons. If your original file which contained your naming convention included multiple full stops, the system cannot determine what type of file extension it is. Try renaming your original file and ...

The system has various icons which allow one to understand what the button function will do. Name Icon Display Name Definition Print Menu drop down print_menu.png This defines our print drop down, w...