- The primary feature of this WebApp is its checklists and reminders functions – never miss a deadline again! There are multiple pages in the WebApp that will notice you when something is coming due. See Checklists below for more information.
- You’ll find the Home Page a nice place to start with prompts to follow up with clients and prospects, and prompts for transaction items needing quick attention. Set the Default for yourself (at the bottom of the page) and it will guide you through any outstanding items you need to take care of.
- Set as Default buttons allow you to customize the filters for a page. Default only applies to your initial sign in and opening of a page. Once you have changed the filter, that changed filter will remain until you change it again, or sign completely out of the WebApp and back in, in which case you’ll be back at your Default. In order for this to happen, your Admin must select “Reset Search Filters When I Login” on the Admin/Edit Business Settings page. The exception to this rule is the Home Page will always go back to your Default whenever you revisit it from another area of the WebApp.
- Tabs at the top of the WebApp lead you to various areas of the WebApp.
- Filters at the bottom of many pages help you choose the data you wish to have displayed. If some data is missing, always check the filters at the bottom to make sure it is set where you want it. If you set the filters to view your own data, you’ll see only what’s important to you.
- Search buttons at the bottom of many pages allow you to enter additions or changes and refresh the display.
- You may hover any “Flyover” to view helpful notes.
- Multiple Windows tabs may be opened in the process of adding data. When you click on an item to open a new page, always look at the Windows tabs at the top of the page to see if a New Window has been opened. If so, you may close the New Window tab once you enter the data and go right back to where you were previously working. Refresh the page you are working on if needed to update the data you just entered (by clicking the round circle arrow in the top Windows bar).
- Columns are sortable with the arrows at the top of many columns.
- Clicking on highlighted names and field titles throughout the WebApp will open a New Window with data for that Person.
- Use the Feedback Button at the bottom of each page to send suggestions and other Feedback to AdminSystems.