TUTO & FAQ

LIST MANAGE POLICY LIST You can add and edit a policy.   MANAGE INSURER  

TASK ADD A NEW TASK   TASK OVERVIEW

LETTER ADD A LETTER

SMS

TIMESHEETS & LEAVE ATTENDANCE LEAVE WORKSHIFT TABLE SHIFT CATEGORIES   REPORTS

COMMISSION STATISTICS The statistic part allows you to create a report and to add filters based on your needs. You can select by staff, policy type, insurance type, statuts, by month or year   COMMISSION RECEIPT   APPLICABLE STAFF & CLIENT   NEW / QUICK COMMISSION PROGRAM STAFF PAYMENTS ADD CONTRACTS

CUSTOMERS When you come to the customers module, you can see a quick customers summary dashboard with different elements Total Customers Active Customers Inactive Customers Active Contacts Inactive Contacts Contacts Logged in Today   How to create a new customer Please refer to the tuto below. Click on the orange box written « New customer » and […]

CALL LOGS The module call logs allows you to look into all the calls and search all the calls depending various criteria. You can find the recording conversation by clicking on the button play. NEW STAFF EXTENSION   

ACCOUNTING INTRODUCING THE DASHBOARD When you go on main page of the accounting module, you will find the dashboard menu with various statistics like: Balance Summary Net worth Cash Income and Expense   NEW BRANCH & CHART OF ACCOUNTS Please find below a tuto in relation to how to create a new branch and chart […]