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Location : Idealisator Support Page »
Main pane
The parts of the main screen are the following:
The message board is used in multi-user enviroments.
You can post messages here which other users will see instantly.
You can also post formatted messages with links, and reply to existing messages.
To post a message, simply type into the blue text box, and click on the Publish button.
Your message will instantly appear.
To answer a previous message, click on the reply button.
To delete a message click on the delete button next to the message date.
You can see the current month here, but you can also navigate back and forth with the arrows next to the calendar.
If you have a reminder for a particular date, it will get a red background.
If you hover your mouse over a red day entry, you will see all your tasks for that day as a tooltip.
Here you will see three of your todays's tasks ordered by priority.
By clicking on an entry, you will be able to modify, delete or mark it done.
You can add a new entry for today by clicking on the add task button.
By clicking on the "more" button, you will get to the Tasks pane and see all your today's tasks.
Here you can see your recent histories and entries. By looking at this you will instantly see what you've been doing recently.
In a multi user environment it's also used to see what others have done recently.
By clicking on the recent entries tab, you will see the latest added datasheet entries:
Main pane
After starting iDeal CRM you will see the Main pane.The parts of the main screen are the following:
- Message board
- Calendar with tasks
- Today's tasks
- Recent histories and entries
Message board
The message board is used in multi-user enviroments.
You can post messages here which other users will see instantly.
You can also post formatted messages with links, and reply to existing messages.
To post a message, simply type into the blue text box, and click on the Publish button.
Your message will instantly appear.
To answer a previous message, click on the reply button.
To delete a message click on the delete button next to the message date.
Calendar with tasks
You can see the current month here, but you can also navigate back and forth with the arrows next to the calendar.
If you have a reminder for a particular date, it will get a red background.
If you hover your mouse over a red day entry, you will see all your tasks for that day as a tooltip.
Today's tasks
Here you will see three of your todays's tasks ordered by priority.
By clicking on an entry, you will be able to modify, delete or mark it done.
You can add a new entry for today by clicking on the add task button.
By clicking on the "more" button, you will get to the Tasks pane and see all your today's tasks.
Recent histories and entries
Here you can see your recent histories and entries. By looking at this you will instantly see what you've been doing recently.
In a multi user environment it's also used to see what others have done recently.
By clicking on the recent entries tab, you will see the latest added datasheet entries:
Page last modified on Sunday 14 of August, 2011 14:44:16 CEST
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