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Interface Tips & Tricks Questions
How To Minimize The Sidebar in WORK[etc]#307
Sometime you need more space on your page to view columns and suchlike; this tip will show you how.
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Interface Tips & Tricks
Renaming Support Cases#305
For some business the term "Support Cases" may not be appropriate. You can change this term to anything else, for example "General Enquiries".
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Support CasesInterface Tips & Tricks
How to Save a Custom Filter Within an Activity Stream#25800:02:43
You may often want to see the same subset of information. Saved Filters allow you to save a filtered view to access again at any time.
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Interface Tips & Tricks
How to update translation files#242
WORK[etc] is available in a number of languages and these translations have been done and are maintained by our community.
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Interface, Language, and LocationInterface Tips & Tricks
Can I change the URL of my account, or use CNAME redirection?#194
We can change the account name, but do not support CNAME redirection. You can use other forms of redirection.
1 people found this useful.
Interface Tips & Tricks
Getting Started Series: More Cool Stuff #18000:02:49
Because WORKetc include complete CRM + Project Management + Billing it's the ONLY application available that you can run your entire business with. It's ONE application for everything!
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Interface Tips & TricksGetting Started Series
How to use the Advanced Contact Search#162
While there's a global search, there's also a contact search where you can perform certain advanced searches.
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ContactsInterface Tips & Tricks
Tip: View Anything on a Calendar#130
You can view every item across your business in a calendar view, based on filters you set. Everything from events, tasks, timesheets, and emails to support cases, projects, and documents.
1 people found this useful.
Interface Tips & TricksUsing the Calendar
Tip: Quick Entry VS Full Edit Mode#129
Make quick edits to an item by editing singular fields at a time, i.e. just the 'Assigned to:' field to change members assigned to an item. Or, open the "Full Edit Mode'' to make comprehensive edits to all fields within an item.
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Interface Tips & Tricks
Create New Items Within New Items#12700:03:14
Save time by creating certain items at the same time as others. For example, while creating a new lead you can create a new contact within the lead creation screen, instead of having to open a new window or go back to your contacts screen.
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Interface Tips & Tricks
Show/Hide Details#121
Located in the top right hand corner, this button allows you to Show/Hide additional fields for each item in WORKetc, giving you the option between a minimal display of information and more detailed information.
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Interface Tips & Tricks
Core Concept #3: The "Create New" Menu#12000:02:04
This powerful dropdown menu appears in most modules and activities in WORKetc and lets you create new comments, e-mails, files, events, ToDos, timesheets, projects, support cases, expenses, products, and other items from within current activities like projects or ToDos. The item you create will then be associated with the current activity.
1 people found this useful.
Interface Tips & TricksCore Concepts
Tip: Pop Out Icon#119
The "Pop out Icon" will appear beside major WORKetc fields and contact listings. Depending on the page you are viewing, the "Pop out Icon" will open a new window for comprehensive data entry, or launch your email client.
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Interface Tips & Tricks
Tip: Hover over Contacts for Contact Details#118
You can hover over a contact name in any module in WORKetc and a pop-up bubble will display showing additional contact information such as email, address, tags, and more.
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Interface Tips & Tricks
Tip: Trace your steps in WORKetc with breadcrumbs#117
Breadcrumbs display on the top pane below your horizontal menu and show exactly how far you are into an item and all parent objects.
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Interface Tips & Tricks
Tip: Drag around Floating Panels#11600:00:42
WORKetc creates floating boxes for data entry instead of new pages so you can move them around and work faster. To move a floating box, click and drag the top pane of the box.
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Interface Tips & Tricks
Using the Rich Text Editor#11400:04:54
When sending off an email, creating a comment, publishing a blog post, or any other activity involving text in WORKetc, the rich text editor provides the tools to add formatting to your text such as size, color, placement, lists, HTML toggle, and image inserting.
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Interface Tips & Tricks
Core Concept#2: Attach Anything to Anything#11200:03:11
You can easily attach a todo to a project, or a project to a lead, or a support case to an event in WORK[etc]. Just navigate to the "Attached To" field or the "Lead" field within the item you're working on. If you ever get confused, you can just go back to the contact history to see just about everything affiliated with the contact.
4 people found this useful.
Interface Tips & TricksCore Concepts
Getting Started Series: User Interface Tips and Tricks #10600:02:17
Get the most out of WORK[etc] by taking advantage of time-saving tricks throughout the system.
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Interface Tips & TricksGetting Started Series
Tip: Export & Subscribe Icons.#105
Many pages in WORKetc allow you to export data in multiple file formats, email search results, and subscribe to activity feeds via icons in the top right corner.
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Interface Tips & Tricks
Tip: Bookmark pages in WORKetc.#10400:01:31
Bookmarking pages in WORK[etc] allows for quickly navigating to frequently used for highly important items.
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Interface Tips & Tricks
Tip: Collapse The Side Panel#103
The right hand panel containing bookmarks, quick entry, links, support, and other tools can be hidden for more work space.
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Interface Tips & Tricks
What is the page manual?#80
The page manual, located on the right hand panel of the interface, gives a description of the page/feature currently in use.
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Interface Tips & Tricks
Getting Support, Finding Help.#79
WORKetc strives to make support it's number 1 competitive advantage. We offer a multitude of resources on top of being notoriously fast and helpful. If you're having issues on a specific page, always consult the page manual on the right hand panel. You can also reference the help icons ''(?)" located beside a field, which give a description of that feature/field. You can also reference our support portal for videos, a knowledge base full of questions, and our community forums.
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Interface Tips & Tricks
How do I create a Sign In form from my own website?#74
Do this by passing along "Login'' and "Pass" parameters.
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Interface Tips & Tricks
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