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How to Flag expenses and view them?

To Flag an expense, follow the below steps: Click on the Expenses module form the Navigation Me...

How to view & apply My Own Expenses?

To view your own expenses, follow the below steps: Click the Expenses module from the Navigatio...

How to export Area Report?

To export area report please follow the steps mentioned below: Go to Identity & Reports mod...

How to view Single User Report and Multi User Report?

You can view the User's attendance report, follow the below steps:  Click on the General Report...

How to export Expense report?

To view Expense data web user can follow below mentioned steps: Go to Report Module Click on P...

Mobile user creation by Bulk Upload

Mobile user creation in Bulk: Users can be created in Bulk by updating data in excel sheet.Hence...

How to change the password for a mobile user?

To change the password please follow the steps mentioned below: In your web console from the na...

How to move task to different state?

To move task from one state to another, please follow the belowsteps: From Navigation menu, go ...

How to assign tasks to the mobile users?

  From the left navigation, open Tasks. Now select the appropriate activity & territory fr...

How to add view as favorite?

You can add task views as favorite by following steps: From navigation menu, go to Tasks module...

How to export a task to a PDF?

To edit and save please follow these steps: Find the task you want to export to a pdf (Or click...

Follow up creation

For Follow up creation please follow steps mentioned below: Choose the activity Go to activity...

Scheduling a task

There are two methods to schedule a task, webuser can schedule a task from the web console and mo...

How to view mapped users with subscriber?

To view the mapped user with a subscriber, please follow the below steps: From the Navigation M...

Applying Filter on tasks

Filters let us save the task searches so we can find the exact tasks we need thereby saving our t...

Viewing and editing a task

Detailed view consists of full details of a particular task, which are filled by Mobile user. You...

How to sort columns in tasks module?

You can add or remove the columns to view the Tasks in Tasks module by following below steps: C...

How to remove a catalog from collection?

To remove a catalog from the collection please follow the steps mentioned below: In the navigat...

How to remove customers from collection and update Customer's information ?

Customers can be removed from collection using two ways. To delete single customer details follo...

How to add Package in collection?

Package is a sub-type of collection which can categories segment wise product so user can search ...

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