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Now, once you have availed your plan and completed your sign up, the very first screen that opens up in front of you once you sign in is your dashboard. Your dashboard is editable and you can easily select what you want to see on your dashboard.

Above the dashboard at the very top, you can see a bunch of short-cut icons. The very first one from the left is the “Left Menu Toggle Button”. It allows you to toggle the view of the left menu so that you can either choose to view the individual menu item name along with their icons or “Icons-Only” view.
Next to the “Left Menu Toggle Button”, you have the shortcut button for your “To-Do” list. Here you can create your own “To-Do” list and you can check off each item off of the list once you have completed it. This is completely private, which means only the individual user can see and use it and other users do not have access to it.
Next to the “To-Do” shortcut button, you have the dropdown for your “Starred Projects”. Here you will be able to see any projects that you have starred
Next to the “Starred Projects”, is the dropdown for your “Starred Clients”. Here you will be able to see any clients that you have starred.
Next to the “Starred Clients”, you can see a shortcut that has an icon that looks like a desktop. This shortcut is for you to create an extra dashboard where you can edit and customize your view
The timer shortcut allows you to start and stop timers on the tasks that have been assigned to you so that you can keep a track of the time spent on each task
Next to your “Add Dashboard” shortcut, you have the search shortcut. From here, you can search for any tasks, projects, clients or your to-do list.
Next to the “Search” shortcut, you can see the “Add” shortcut. Through this, you can add tasks, multiple tasks, project time, events, note, to-do or tickets.
Next to the “Add” shortcut, you can see the “Language” shortcut. Here you can choose the default language that you are comfortable with. We have multiple choices in the options, such as Russian, German, French, Italian, Norwegian, English, Portuguese, Dutch, Polish, Greek, Czech and Spanish.
Next to the “Language” shortcut, you can see the “Notifications” tab where you can collectively see all the notifications that you have received.
Next to “Notifications” you can see the “Messages” shortcut from where you can see your most recent messages.
Next to “Messages”, you will be able to see a photo of yours (if you have updated), and your name. From here, you can access your profile, change your password and set your preferences. Apart from these, you also have the option to switch your view between light mode, dark mode and other colored themes. Below that, you have the option to sign out. Now let's get to the Dashboard!

The one you see in front of you right now is the default dashboard. In this dashboard, we have a lot of tiny widgets that we will explain one by one.

First of all, is the widget that says, “You are currently logged out”. On this widget, you can see a button that says clock in. Once you click on this button, it will record the time that you clicked on it as your current login time and the button changes to clock out. Once you click on clock out, the web application will record the time of your click as your log out time and calculate the total number of hours that you have worked
Right below the clock-in / clock-out widget is the Lunch Break widget! On this particular widget, you can see the button that says “Lunch time start”. This particular widget will calculate the amount of time your employees spend during the eating hours. As soon as your employee is ready to go for their lunch / dinner break, they can click on “Lunch time start” and the widget will immediately record the time your employee clicked on the aforementioned button. Once they are back from their lunch / dinner break, they can click on “Lunch Break End”. The widget will automatically record their time into the tracker where you can track how much working hours your employees are giving to your organization.
Right next to the Login / Logout and the Food Break widget, you can see the Current Date, month and time.
Next to it, you can see the First Break slot widget. It allows you to calculate when your employees are taking their first break and how much time they are spending on each break.
Similarly, right below it, you can see the Second Break slot widget. It allows you to calculate when your employees are taking their second break and how much time they are spending on it.
Now, right below the food-break widget, you can see a widget that says “My Open Tasks”. Now this particular widget keeps a track of any tasks that have been assigned to you. Once you click on it, it will show you your current assigned tasks and what their status is. The available statuses of the tasks are “to-do, in-progress and done”. Only the tasks with the statuses of either “to-do” or “in-progress” are shown under this widget.
Next to the “My Open Tasks” widget, you can see the “Events Today” widget. This particular widget will show the number of events that you have on schedule today.
Next to the “Events Today” widget, you can see the “New Posts” widget. This widget shows if there are any new posts that have been updated on the company timeline.
Below the “My Open Tasks” widget, you can see the “Projects and Attendance” widget. This widget shows you the number of projects that are open and the number of projects that have been completed. It also shows the number of employees that have clocked in and the number of employees that have clocked out or not present at the time of checking this particular widget.
Below the “Projects and Attendance” widget, you can see your “Invoice Statistics”. It shows your month wise statistics of your invoices and your payments.
Below “Invoice Statistics”, you can see your client ticket status. This particular widget shows you the number of New, Open and Closed tickets.
Next to the “Projects and Attendance” widget, you can see your “Project Timeline”. It shows you the latest updates that your team members have done on the project and the assigned tasks.
Next to the “Project Timeline”, you can see your “Expense vs Income Report”. It shows you the statistics of your income and expense in percentage so that you can see at a glance whether your organization is making any profit. Keep in mind that this widget is only usable if you are using a single currency.
Below “Income vs Expense Report”, you can see the “Upcoming Events”. Here you will be able to see events for today as well as future events.
Below “Upcoming Events”, you can see a sticky note that is completely private to the user where they can store any particular information that they want. That is all for the very first screen! Whew! That was exhausting! But that is what makes Wingsbull amazing! It has a TON of features that you can use!
Now, the next screen that is available for you, is the Timeline! On this screen, what you can see is a series of posts, kind of like your Facebook wall. On this, you or any of your employees can share any idea or document that they would like to share with the whole organization.
The next screen after the Timeline is the “Events” screen. On this screen, the first thing you should see is a dropdown that says Event Label. Right now, it will be blank as we have yet to create custom labels for our events. It allows you to filter the events according to their labels.
Next to it, you will see “Event Type” multi-select dropdown. This dropdown contains multiple options such as “Leave, Task Start Date, Task Deadline, Project Start Date and Project Deadline”. By default, the calendar shows only normal events that you have added. However, by selecting multiple options, you will be able to see the various types of events that are taking place on the calendar at the same time. The type and number of events that you can see is depending on the permissions that have been granted to a particular user.
Next to the Event Type multi-select dropdown, you will see a button that says “Manage Labels”. This button allows you to create customized labels for your events that you want to add.
Next to “Manage Labels” you will see “Google Calendar Settings”. This allows you to sync your Google Calendar with our Calendar, so that you can keep a track of your events, no matter where you are!
Next to “Google Calendar Settings”, you can see the button to “Add Event”. Once you click on it, a pop up box will appear on your screen that will allow you to add custom events to your calendar. The very first entry on this box is the “Title”, where you can add a title for your event. Next is “Description” where you can describe your event. Next is the start date and the start time for your event and afterwards is the end date and the end time for your event. After adding the relevant time details, you can also choose to add the location for the particular event, label the event with any customized label that you have created and even choose a client if the event is taking place with a particular client such as meetings. Next you can choose whether the event needs to be shared with anyone or if you want to keep it private and whether the event is recurring or not. You can also choose the color with which the event will be displayed on the calendar and then save it. That’s it! You have now created a whole new event for your calendar!
On the bar below the “Add Event”, you will see direction arrows that allow you to scroll through your calendar. Next to it, you have the “Today” button so that if you are lost while browsing the calendar, you can be redirected back to “Today”. Next, at the centre you have the current month and year and next you have the option to change your view. Whether you want to view the whole month, or the whole week or only a particular day.
That’s it for Calendar! Next we have the “Notes” section. On this page, you once again have the “Manage Labels” button and next to it, you have the “Add Note” button. Below that on the very left, you have the dropdown where you can choose the number of notes you want to see at the same time and next to it, you have an icon that looks like an eye. This button allows you to choose what you want to view. For example, if you do not want to see the files section, you simply click on the icon and click on files. This will hide the files section from the table. Next to that you have the search box that allows you to search for your notes through the use of keywords that you might remember. Now let’s add a Note! The add note is very simple. You just decide what the title of the note will be, then you add your note, use any labels you want to use, upload any relevant files and then save! That’s it! As simple as that! Keep in mind that the Notes section is completely private! Which means that whatever you add here, will not be shared with any of your co-workers! Isn’t that great?
The view of your messages screen is just like your individual email inbox. It will have an Inbox, a place to compose email and a place where you can check your sent items. It's a very basic design and simple to use.

The clients section consists of two basic screens. The first one shows you a list of all your clients and the second one shows you the basic profile of your clients. Let’s explore your first screen.

On this screen, you will see two tabs. These two tabs switch between the list of all your clients and a list of all the contact people added under clients.
Next you can see a button that says “Import Clients”. This particular button allows you to upload a list of all your current clients as an excel file in bulk. Once you click on it, there is also a sample file available so that you know in what format you need to upload your data
The button next to “Import Clients” is “Add Clients”. Once you click on it, you will see a pop up that where you can enter the following features: -
  • Company Name: - Enter the name of the business / client
  • Address: - Enter the physical address of the client
  • City: - Enter the city
  • State: - Enter the state
  • Zip:- Enter the zip / pin code
  • Phone: -Add the phone number of the client
  • Website: - Add the website address of the client
  • VAT Number: - Add the VAT number of the client (optional)
  • Clients Group:- If client groups are added previously, you can select the group from this particular section
  • Currency:- Choose the local currency of the client
  • Currency Symbol: - Choose the local currency symbol of the client Check Box: Choose whether you want to enable / disable the option for online payment for the client
Apart from the client listing and client adding page, you can also see the individual client page. You can find this page once you click on the name of the client (Company Name). Once you do so, you will see 4 separate widgets, we will explain them here first.
This widget shows the total number of projects that are under the client. Once you click on it, you can view at a glance, the list of projects that have been created under your client and what the status of these projects are. You can then click on the Project name to navigate to Individual Projects which we will discuss later on.
Invoice Value shows the total invoice value that has been sent to a particular client. Once you click on it, it will show you the list of invoices that have been sent to a particular client and what the status of each individual invoice is.
Payments shows the total payment value that has been received from a particular client. Once you click on it, it will show you the list of payments that have been received from the client and what the payment mode was of each payment.
Due shows the total amount that is pending / remaining to be received from a particular client. Once you click on it, you will once again be transferred to the invoice section where you can see the invoices that have yet to be paid. Now we will look at each individual
section of the client page.
Contacts show the list of contact people under a particular client. If your business module is B2B, then this page will show the Business representative with whom you are in touch with in order to make your deals.
Client Info shows the company name, Address, phone number, website, Tax number etc that is the unique information for that particular client.
This section has been previously explained. Please refer to the previous projects section.
This section has been previously explained. Please refer to the previous projects section.
This section has been previously explained. Please refer to the previous projects section.
Estimates / Quotes is the list of quotations or proposals that have been sent to the client as well as the status for that particular estimate.
This section shows the total list of orders that have been received from the client, the total amount and their status.
This section shows the total list of estimate requests that have been received from the client and whether the requests have been fulfilled or not.
This section shows the total list of tickets that have been raised by the client and what the status of these tickets are.
This section shows a list of notes that have been saved that can be accessed by both you and the client. This is useful if you want to exchange small notes with the client that contain particular details such as product particulars, etc.
This section shows a list of files that have been uploaded by either you or the client.
This section shows a list of all events that have been scheduled in regards to the client
This section shows a list of all expenses that have been made on the project or client. .
This section shows a full list of leads that have been added to the database as well as their status. You can filter this list according to the source, status as well as according to the lead owner.
This section shows you the list of leads divided by their status.
This button allows you to import the list of all your leads at a single click using an excel file. It also provides a sample file according to which you can easily upload a list of your leads at any time. Once the lead has been assigned, you can easily assign owners for the list as per your preference.
This button allows you to manually add a lead through which you can easily enter all the relevant details as well as assign an owner for the lead who will be responsible for handling the lead.

This section is divided into three subsections: -

When you click on all projects, it takes you to a section where you can see a list of all of your current projects, which clients they belong to, the project estimated price, the starting date, the deadline, the progress as well as the current status. This section also allows you to edit the details of each project, and filter the projects according to their labels, deadlines as well as their status. It also allows you to search for the projects. Once you click on a particular project name, it takes you to the individual project page.
In this section, you will be able to see at the very top right, a few buttons such as settings, actions and start timer. Below this, you will see separate tabs like the overview, task list, Tasks Kanban, Milestones, Notes, Files, Comments, Customer Feedback, Timesheets, Invoices, Payments and Expenses. We will discuss each aspect in detail.
When you click on all projects, it takes you to a section where you can see a list of all of your current projects, which clients they belong to, the project estimated price, the starting date, the deadline, the progress as well as the current status. This section also allows you to edit the details of each project, and filter the projects according to their labels, deadlines as well as their status. It also allows you to search for the projects. Once you click on a particular project name, it takes you to the individual project page.
The settings button allows you to choose whether the client is able to view the project timesheet and if you want to connect your project to slack
The action button allows you to “Mark Project as Completed”, “Mark Project as Hold”, “Mark Project as Cancelled”, “Clone Project” and to “Edit Project”.
Start Timer allows you to start your individual timer while working on the particular project. This allows you to see the whole time spent on the project and manage the time even better.
This section allows you to view the whole details about the project at a glance, such as the percentage of completion, pie chart of tasks according to their status, total hours worked on the project, the members working on the project (you can also add the members working on the project from here), view client contacts (you can also add client contacts from here), a description of the project, as well as the activity timeline of the project.
This section allows you to view the list of all tasks that are currently in pipeline as well as tasks that are in progress. This section allows you to filter out the tasks as well as view completed tasks. From here, you can also add multiple tasks as well as single tasks, create deadlines, assign employees for the tasks as well as collaborators. You can also assign certain points for the tasks which can be used to ascertain the employee performance.
This section allows you to view all your tasks divided into their available statuses
This section allows you to decide various important milestones for your project as well as their due date. This can further be used with the tasks as whether the completion of a certain task completes the Milestone as well or not.
This allows you to add certain personal notes on the projects that are personal to you and not shared with anyone.
This allows all the team members who are working on the project to view and share files in regards to the project
Comments allow you to leave comments on the project that can be viewed by all the project members.
Customer feedback allows the customer to leave any comments or feedback that they want on the project.
Timesheet shows the total number of hours committed on the project while bifurcating the number of hours among the team members individually.
This section shows the total number of invoices that have been sent to the client under the particular project. You can add invoices directly from this section.
This section shows the total payments that have been received from the client for the particular project along with the payment method.
This section shows the total expenses that have been made on a particular project. You can add expenses directly from this section.
The tasks section allows you to view the tasks for all the projects at the same time. You can filter out the tasks through employee name, deadline, status, projects, milestones, etc. You can add individual or multiple tasks through this section as well as view all the tasks in Kanban mode.
This section is similar to the previous section, only, it allows you to view the timesheets for all the projects at the same time.

This section is further divided into three parts: -

This section allows you to view the list of all estimates / quotes / proposals that have been sent to the various clients and what their status is. You can view it in a monthly manner as well as in a yearly manner. You also have the option to add estimates from this section.
This section allows you to view the list of all estimate requests that have been received from the clients as well as the employee assigned to fulfil the request and the status of the request. This section also allows you to manually add an estimate request.
This section allows you to create a form for receiving estimation requests. Simply create a form, decide the title, description, status, who the form would be assigned to, and whether you want the form to be public and whether you want to allow others to add files to it or not. Once, the form is added, you can simply add custom fields to the form according to your preference and once the form is complete, you can embed the form on your website.
This section allows you to add and create invoices, add payments, (if you are receiving cash payment from the client), etc. Once you add an Invoice, you can start adding the products and particulars to the invoice and then send it directly to the client via email. You can view the list of invoices according to monthly, yearly, customer and recurring.

This section is further divided into payments, expenses and income vs expenses.

This section shows you the list of payments that have been made (including paid invoices). The views are monthly, yearly, custom and chart.
This section shows you the list of expenses that have been made that can be filtered according to category, month, project and member.
This section shows you the comparison between your income and expenses allowing you to create a clear idea about your financial situation
The tickets section allows you to see the list of tickets generated either by your clients or by your employees whom you have given the relevant permission. You can filter the tickets by their type, when they were created, who they were assigned to and their labels. Through settings, you can put in your signature, add tickets by yourself for a specific client, as well as manage labels.
This section allows you to add all the employees in your organization. You can either manually add the employees through the “add member” button or you can directly send an invite to their email via “send invitation”. By manually adding the employees, you can set the permission levels for that employee as well as generate the username and password for the employee and send the login information to them on their email. By clicking on the employee name, you will be able to view their individual profiles and their relevant information You can view their Timeline, Add / Edit General Information, Add / Edit / View their social links, Add / Edit / View their Job Information, Edit / View their account settings, add personal documents / files and view them, View which projects they are working on, check their timecards, leaves, as well as any expenses that were made by them.
This section allows you to view the times your team members login, their break times as well as their logout time via daily, custom and summary. You can also check the members clocked in as well as check which members have missed to clock out post shift and manually clock them out. This section also allows you to manually add in time and out time for members whom you have not provided login access but are working in your organization.
This section allows your employees to request leave and allows you to either approve / reject leaves, assign leaves as well as view list of all approved / rejected applications and total summary of the leaves that have been applied by each individual.
This section allows you to broadcast your announcements to all of your employees as well as your clients (if you want to) at the same time. You can also share files in this section.

The help and support section

A section for you to allow your employees and clients (if you choose to make it public) where you can share common terms or knowledge for your employees or clients to make it easier for them to understand and work with you on your organization’s field of expertise
This is a common search box along with the list of articles that are available for perusal.
Here, you can add and categorize your Help articles
This section allows you to create categories so that you can easily organize your help articles in separate sections.

This is the most important section of your web application. Through this section, you will be able to decide how your wingsbull web application functions.

This is the first section of your settings page. This section is further categorized into: -

Here, you can check and change the following: -

Site logo:-A logo is a graphic mark, emblem, symbol, or stylized name used to identify a company, organization, product, or brand. It may take the form of an abstract or figurative design, or it may present as a stylized version of the company's name if it has sufficient brand recognition.

Next to the “Left Menu Toggle Button”, you have the shortcut button for your “To-Do” list. Here you can create your own “To-Do” list and you can check off each item off of the list once you have completed it. This is completely private, which means only the individual user can see and use it and other users do not have access to it.
Next to the “To-Do” shortcut button, you have the dropdown for your “Starred Projects”. Here you will be able to see any projects that you have starred
Next to the “Starred Projects”, is the dropdown for your “Starred Clients”. Here you will be able to see any clients that you have starred.
Next to the “Starred Clients”, you can see a shortcut that has an icon that looks like a desktop. This shortcut is for you to create an extra dashboard where you can edit and customize your view
The timer shortcut allows you to start and stop timers on the tasks that have been assigned to you so that you can keep a track of the time spent on each task
Next to your “Add Dashboard” shortcut, you have the search shortcut. From here, you can search for any tasks, projects, clients or your to-do list.
Next to the “Search” shortcut, you can see the “Add” shortcut. Through this, you can add tasks, multiple tasks, project time, events, note, to-do or tickets.
Next to the “Add” shortcut, you can see the “Language” shortcut. Here you can choose the default language that you are comfortable with. We have multiple choices in the options, such as Russian, German, French, Italian, Norwegian, English, Portuguese, Dutch, Polish, Greek, Czech and Spanish.
Next to the “Language” shortcut, you can see the “Notifications” tab where you can collectively see all the notifications that you have received.
Next to “Notifications” you can see the “Messages” shortcut from where you can see your most recent messages.
Next to “Messages”, you will be able to see a photo of yours (if you have updated), and your name. From here, you can access your profile, change your password and set your preferences. Apart from these, you also have the option to switch your view between light mode, dark mode and other colored themes. Below that, you have the option to sign out. Now let's get to the Dashboard!

The one you see in front of you right now is the default dashboard. In this dashboard, we have a lot of tiny widgets that we will explain one by one.

First of all, is the widget that says, “You are currently logged out”. On this widget, you can see a button that says clock in. Once you click on this button, it will record the time that you clicked on it as your current login time and the button changes to clock out. Once you click on clock out, the web application will record the time of your click as your log out time and calculate the total number of hours that you have worked
Right below the clock-in / clock-out widget is the Lunch Break widget! On this particular widget, you can see the button that says “Lunch time start”. This particular widget will calculate the amount of time your employees spend during the eating hours. As soon as your employee is ready to go for their lunch / dinner break, they can click on “Lunch time start” and the widget will immediately record the time your employee clicked on the aforementioned button. Once they are back from their lunch / dinner break, they can click on “Lunch Break End”. The widget will automatically record their time into the tracker where you can track how much working hours your employees are giving to your organization.
Right next to the Login / Logout and the Food Break widget, you can see the Current Date, month and time.
Next to it, you can see the First Break slot widget. It allows you to calculate when your employees are taking their first break and how much time they are spending on each break.
Similarly, right below it, you can see the Second Break slot widget. It allows you to calculate when your employees are taking their second break and how much time they are spending on it.
Now, right below the food-break widget, you can see a widget that says “My Open Tasks”. Now this particular widget keeps a track of any tasks that have been assigned to you. Once you click on it, it will show you your current assigned tasks and what their status is. The available statuses of the tasks are “to-do, in-progress and done”. Only the tasks with the statuses of either “to-do” or “in-progress” are shown under this widget.
Next to the “My Open Tasks” widget, you can see the “Events Today” widget. This particular widget will show the number of events that you have on schedule today.
Next to the “Events Today” widget, you can see the “New Posts” widget. This widget shows if there are any new posts that have been updated on the company timeline.
Below the “My Open Tasks” widget, you can see the “Projects and Attendance” widget. This widget shows you the number of projects that are open and the number of projects that have been completed. It also shows the number of employees that have clocked in and the number of employees that have clocked out or not present at the time of checking this particular widget.
Below the “Projects and Attendance” widget, you can see your “Invoice Statistics”. It shows your month wise statistics of your invoices and your payments.
Below “Invoice Statistics”, you can see your client ticket status. This particular widget shows you the number of New, Open and Closed tickets.
Next to the “Projects and Attendance” widget, you can see your “Project Timeline”. It shows you the latest updates that your team members have done on the project and the assigned tasks.
Next to the “Project Timeline”, you can see your “Expense vs Income Report”. It shows you the statistics of your income and expense in percentage so that you can see at a glance whether your organization is making any profit. Keep in mind that this widget is only usable if you are using a single currency.
Below “Income vs Expense Report”, you can see the “Upcoming Events”. Here you will be able to see events for today as well as future events.
Below “Upcoming Events”, you can see a sticky note that is completely private to the user where they can store any particular information that they want. That is all for the very first screen! Whew! That was exhausting! But that is what makes Wingsbull amazing! It has a TON of features that you can use!
Now, the next screen that is available for you, is the Timeline! On this screen, what you can see is a series of posts, kind of like your Facebook wall. On this, you or any of your employees can share any idea or document that they would like to share with the whole organization.
The next screen after the Timeline is the “Events” screen. On this screen, the first thing you should see is a dropdown that says Event Label. Right now, it will be blank as we have yet to create custom labels for our events. It allows you to filter the events according to their labels.
Next to it, you will see “Event Type” multi-select dropdown. This dropdown contains multiple options such as “Leave, Task Start Date, Task Deadline, Project Start Date and Project Deadline”. By default, the calendar shows only normal events that you have added. However, by selecting multiple options, you will be able to see the various types of events that are taking place on the calendar at the same time. The type and number of events that you can see is depending on the permissions that have been granted to a particular user.
Next to the Event Type multi-select dropdown, you will see a button that says “Manage Labels”. This button allows you to create customized labels for your events that you want to add.
Next to “Manage Labels” you will see “Google Calendar Settings”. This allows you to sync your Google Calendar with our Calendar, so that you can keep a track of your events, no matter where you are!
Next to “Google Calendar Settings”, you can see the button to “Add Event”. Once you click on it, a pop up box will appear on your screen that will allow you to add custom events to your calendar. The very first entry on this box is the “Title”, where you can add a title for your event. Next is “Description” where you can describe your event. Next is the start date and the start time for your event and afterwards is the end date and the end time for your event. After adding the relevant time details, you can also choose to add the location for the particular event, label the event with any customized label that you have created and even choose a client if the event is taking place with a particular client such as meetings. Next you can choose whether the event needs to be shared with anyone or if you want to keep it private and whether the event is recurring or not. You can also choose the color with which the event will be displayed on the calendar and then save it. That’s it! You have now created a whole new event for your calendar!
On the bar below the “Add Event”, you will see direction arrows that allow you to scroll through your calendar. Next to it, you have the “Today” button so that if you are lost while browsing the calendar, you can be redirected back to “Today”. Next, at the centre you have the current month and year and next you have the option to change your view. Whether you want to view the whole month, or the whole week or only a particular day.
That’s it for Calendar! Next we have the “Notes” section. On this page, you once again have the “Manage Labels” button and next to it, you have the “Add Note” button. Below that on the very left, you have the dropdown where you can choose the number of notes you want to see at the same time and next to it, you have an icon that looks like an eye. This button allows you to choose what you want to view. For example, if you do not want to see the files section, you simply click on the icon and click on files. This will hide the files section from the table. Next to that you have the search box that allows you to search for your notes through the use of keywords that you might remember. Now let’s add a Note! The add note is very simple. You just decide what the title of the note will be, then you add your note, use any labels you want to use, upload any relevant files and then save! That’s it! As simple as that! Keep in mind that the Notes section is completely private! Which means that whatever you add here, will not be shared with any of your co-workers! Isn’t that great?
The view of your messages screen is just like your individual email inbox. It will have an Inbox, a place to compose email and a place where you can check your sent items. It's a very basic design and simple to use.

The clients section consists of two basic screens. The first one shows you a list of all your clients and the second one shows you the basic profile of your clients. Let’s explore your first screen.

On this screen, you will see two tabs. These two tabs switch between the list of all your clients and a list of all the contact people added under clients.
Next you can see a button that says “Import Clients”. This particular button allows you to upload a list of all your current clients as an excel file in bulk. Once you click on it, there is also a sample file available so that you know in what format you need to upload your data
The button next to “Import Clients” is “Add Clients”. Once you click on it, you will see a pop up that where you can enter the following features: -
  • Company Name: - Enter the name of the business / client
  • Address: - Enter the physical address of the client
  • City: - Enter the city
  • State: - Enter the state
  • Zip:- Enter the zip / pin code
  • Phone: -Add the phone number of the client
  • Website: - Add the website address of the client
  • VAT Number: - Add the VAT number of the client (optional)
  • Clients Group:- If client groups are added previously, you can select the group from this particular section
  • Currency:- Choose the local currency of the client
  • Currency Symbol: - Choose the local currency symbol of the client Check Box: Choose whether you want to enable / disable the option for online payment for the client
Apart from the client listing and client adding page, you can also see the individual client page. You can find this page once you click on the name of the client (Company Name). Once you do so, you will see 4 separate widgets, we will explain them here first.
This widget shows the total number of projects that are under the client. Once you click on it, you can view at a glance, the list of projects that have been created under your client and what the status of these projects are. You can then click on the Project name to navigate to Individual Projects which we will discuss later on.
Invoice Value shows the total invoice value that has been sent to a particular client. Once you click on it, it will show you the list of invoices that have been sent to a particular client and what the status of each individual invoice is.
Payments shows the total payment value that has been received from a particular client. Once you click on it, it will show you the list of payments that have been received from the client and what the payment mode was of each payment.
Due shows the total amount that is pending / remaining to be received from a particular client. Once you click on it, you will once again be transferred to the invoice section where you can see the invoices that have yet to be paid. Now we will look at each individual
section of the client page.
Contacts show the list of contact people under a particular client. If your business module is B2B, then this page will show the Business representative with whom you are in touch with in order to make your deals.
Client Info shows the company name, Address, phone number, website, Tax number etc that is the unique information for that particular client.
This section has been previously explained. Please refer to the previous projects section.
This section has been previously explained. Please refer to the previous projects section.
This section has been previously explained. Please refer to the previous projects section.
Estimates / Quotes is the list of quotations or proposals that have been sent to the client as well as the status for that particular estimate.
This section shows the total list of orders that have been received from the client, the total amount and their status.
This section shows the total list of estimate requests that have been received from the client and whether the requests have been fulfilled or not.
This section shows the total list of tickets that have been raised by the client and what the status of these tickets are.
This section shows a list of notes that have been saved that can be accessed by both you and the client. This is useful if you want to exchange small notes with the client that contain particular details such as product particulars, etc.
This section shows a list of files that have been uploaded by either you or the client.
This section shows a list of all events that have been scheduled in regards to the client
This section shows a list of all expenses that have been made on the project or client. .

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