To add a new item, navigate to the appropriate list view and click on the sign on the top right of the list. You must click Save button to create the item.
To edit an existing item, go to the list view for that item and click the sign on the far right of the row you would like to edit.
You can view and edit contacts, organisations or events whilst offline. However, you must have recently viewed that item before becoming disconnected. For events, you must have clicked both the Edit event summary button and the Edit detail button for the School, Graduation or Commercial event (these are two separate dialogs). When you re-connect to a network, your offline changes will be automatically synced. Any errors which occur during the sync process will be highlighted on the top-right of your screen (you can click on these to attempt to resolve the errors).
You will not be able to create new events whilst offline. If you anticipate the need to create new events while away from an internet connection, you should create 'placeholders' for them beforehand, whilst still connected to a network. Please remember to complete both the summary and event details, you will then be able to edit these events whilst offline.
If you have an intermittent internet connection or experience problems/errors whilst loading a page, it may be better to turn off your data connection and disconnect you Wi-Fi connection in order to use the 'offline' functionality only.
Go to the reporting page and select the required filters () for organisation type, account manager(s) and report type. Note that these filters are additive. Once you are happy that you have the correct filters, click the Download Report button to download an Excel spreadsheet of the listed items. Note that for complete reports to be generated, the relevant event financial details must first be completed.
Once an event has finished it will appear in the event financials list. If you have the 'Financial Data Entry' permission (role), you will be able to edit financial data relating to this event by clicking the sign on the far right of each event in the list. Remember to click the Save button to complete any changes.
To assign a new user in the system, go to the users list. Click on the sign on the top right of the list You will be able to assign a login (email) and password for the user and specify their roles within the system. If the new user is also an employee, you should assign/link this login to the existing employee.