Helpdesk IC Project – topics list:
- Tasks menu
- Projects – basic information
- Worktime reporting
- Calendar
- CRM
- How to add a new contractor to the CRM?
- How to update or remove the selected contractor?
- How to add a contact person to the contractor?
- How to update or remove the contractor’s contact person?
- Creating contractor notes in the CRM
- Editing and removing contractor notes
- Calendar view and locations in the CRM
- Management of account managers in the CRM
- Management of contractor’s files
- Invoices in the CRM
- Absences
- Employees
- Finance menu
- Reports
- Wiki
- System settings
- Workload
