1. Logon to the member  portal server, enter the provided  credentials

• The portal displays a dashboard with multiple modules that enables the member to view task details

• The dropdown on the top right corner allows the member to clock In/Out

Calendar

• The calendar menu displays all the task details, appointments with the customers and suppliers

• The “New” option allows the sales representative to create a new appointment

• The “Task Requests” menu is used to view all the task requests, all the open and closed tasks can be viewed separately by selecting the appropriate check box

•  The “Change date range” option is used to select the date range to list all the tasks, the custom range option displays all the tasks for the selected date range

• The “Search Field” is a grid search that works as a multicolumn search for the  input

• The “Column Chooser” option is used to include or exclude the columns to display in the grid

• The data can be exported into both pdf and excel formats

• The small box with a drop down at the left bottom is used to set the row view

• The “Save view” option is used to save the modified views for date range, and rows

• The “new” option is used to create a new task request

• Kanban View

• The “Kanban View” offers a comprehensive and detailed overview of tasks ,encompassing crucial information such as the task number, progress, summary, assigned and escalated to details

•  The “Change date range” option is used to select the date range to list all the tasks, the custom range option displays all the tasks for the selected date range

• The “Filter” option allows the sales representative to view the open and closed tasks separately by selecting the check box

• “View by” option is used to select the visibility of tasks by stages, tasks status, customer, process stage, and other view options

View Login History

• The “View login history” menu enables the user to view all the member login details

Appointments

• The “Appointment” menu displays all the scheduled appointments

• The “Change date range” option is used to select the date range to list all the meetings, the custom range option displays all the tasks for the selected date range

• The “Search Field” is a grid search that works as a multicolumn search for the  input

• The “Column Chooser” option is used to include or exclude the columns to display in the grid

• The data can be exported into both pdf and excel formats

• The “Filter” option enables the sales representative to view the past and pending appointments

• The small box with a drop down at the left bottom is used to set the row view

• The “Save view” option is used to save the modified views for date range, and rows

• The “new” option is used to create new appointments

• Search for the customer, enter the summary and provide the additional details

• Select the date and time, click on create option to create a new appointment 

Reports