7. Others

7.1.1 Create Staff and Department: 1. Staff can be found under "Others"   in the main menu. 2. All the Staff details already stored in the CRM are displayed here. 3. To search the staff click on the icon (1). 4. Click on the "Show List" (2) icon...

7.2.1  How to manage calendar? 1. The calendar can be found as shown in the main menu. 2. All the events are displayed on the calendar as shown. You can see your calender in view month or  list. 3. To create a new event, click on the "Add Event...

7.3.1 How to manage reports? 1. Reports can be found under "Others" in the main menu. 2.  Export Data tab can be used to export data from the app.   3. Select the section from which the data needs to be exported. 4. Select the duration to be con...

7.4.1 How to manage To-Do List 1. To-do list can be found in the main menu as shown below. 2. To add the new activity type something and click on the "Add" button. 3. You can mark the new activity as done,  or you can  delete  by clicking on...