- Go to -> Top right corner of the screen -> Go to modules.
- To select CRM module of them.
- Go to Transaction -> To click Activity.
- These fields are auto fill fields.
- It's enough to change date only.
- Then you click the button Add Row.
- Now you have to fill in all fields.
- First Fill Type -> Task, Activity, Call, Breakdown and Lead to select anyone of them for fill the field.
- Fill Particulars -> Click drop-down.
- To fill the field by what is your task or project on that day.
- Then fill Status -> Pending and activity to select anyone of them for fill that field.
- If you complete your task means to select Complete.
- Not yet 100% complete your task means to select Pending.
- Then should fill From Time, To Time(From time is when you start the work, To time is, until how long you are doing the work).
- Fill the field Completed in percentage (How much you are completed your task, for example, 10%,20%,25%,50%).
- You should enter remarks with the Remarks field.
- After filling all things to click save button.
Contents
Revisions
- August 5, 2017 @ 05:35:53 [Current Revision] by arul
- June 8, 2017 @ 08:00:48 by arul
- June 6, 2017 @ 07:13:14 by arul
- June 6, 2017 @ 06:04:31 by arul
- June 6, 2017 @ 06:04:10 [Autosave] by arul
- June 5, 2017 @ 13:30:12 by arul
Revision Differences
| June 6, 2017 @ 06:04:31 | Current Revision | ||
|---|---|---|---|
| Title | |||
| Deleted: How to enter Daily Report | Added: How to enter Daily Report? | ||
| Content | |||
|---|---|---|---|
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to -> Top right corner of the screen -> Go to modules.</li> | Unchanged: <li>Go to -> Top right corner of the screen -> Go to modules.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/2.png"><img class="alignnone size-medium wp-image-7365" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 2-204x300.png" alt="2" width="204" height="300" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/2.png"><img class="alignnone size-medium wp-image-7365" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 2-204x300.png" alt="2" width="204" height="300" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>To select CRM module of them.</li> | Unchanged: <li>To select CRM module of them.</li> | ||
| Unchanged: <li>Go to Transaction -> To click Activity.</li> | Unchanged: <li>Go to Transaction -> To click Activity.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/2017/06/8- screenshot-1.png"><img class="alignnone size-medium wp-image-7379" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 8-screenshot- 1-300x81.png" alt="8-screenshot" width="300" height="81" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/2017/06/8- screenshot-1.png"><img class="alignnone size-medium wp-image-7379" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 8-screenshot- 1-300x81.png" alt="8-screenshot" width="300" height="81" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>These fields are auto fill fields.</li> | Unchanged: <li>These fields are auto fill fields.</li> | ||
| Deleted: <li>It's enough to change | Added: <li>It's enough to change date only.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/3-1.png"><img class="alignnone size-full wp-image-7367" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/3-1.png" alt="3" width="131" height="67" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/3-1.png"><img class="alignnone size-full wp-image-7367" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/3-1.png" alt="3" width="131" height="67" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Then you click the button <strong>Add Row.</strong></li> | Unchanged: <li>Then you click the button <strong>Add Row.</strong></li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/4.png"><img class="alignnone size-medium wp-image-7368" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 4-300x34.png" alt="4" width="300" height="34" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/4.png"><img class="alignnone size-medium wp-image-7368" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 4-300x34.png" alt="4" width="300" height="34" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Deleted: <li>Now you have to fill in | Added: <li>Now you have to fill in all fields.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/2017/06/13- screenshot.png"><img class="alignnone size-full wp-image-7380" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 13-screenshot.png" alt="13-screenshot" width="257" height="122" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/2017/06/13- screenshot.png"><img class="alignnone size-full wp-image-7380" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ 13-screenshot.png" alt="13-screenshot" width="257" height="122" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Deleted: <li>First | Added: <li>First Fill <strong>Type -></strong> Task, Activity, Call, Breakdown and Lead to select anyone of them for fill the field.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/particular.png"><img class="alignnone size-medium wp-image-7381" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ particular-300x47.png" alt="particular" width="300" height="47" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/particular.png"><img class="alignnone size-medium wp-image-7381" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ particular-300x47.png" alt="particular" width="300" height="47" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Fill <strong>Particulars -> </strong>Click drop-down.</li> | Unchanged: <li>Fill <strong>Particulars -> </strong>Click drop-down.</li> | ||
| Unchanged: <li>To fill the field by what is your task or project on that day.</li> | Unchanged: <li>To fill the field by what is your task or project on that day.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/status.png"><img class="alignnone size-full wp-image-7382" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/status.png" alt="status" width="107" height="100" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/status.png"><img class="alignnone size-full wp-image-7382" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/status.png" alt="status" width="107" height="100" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Then fill <strong>Status -> </strong>Pending and activity to select anyone of them for fill that field.</li> | Unchanged: <li>Then fill <strong>Status -> </strong>Pending and activity to select anyone of them for fill that field.</li> | ||
| Unchanged: <li>If you complete your task means to select <strong>Complete.< /strong></li> | Unchanged: <li>If you complete your task means to select <strong>Complete.< /strong></li> | ||
| Unchanged: <li>Not yet 100% complete your task means to select<strong> Pending.</strong></li> | Unchanged: <li>Not yet 100% complete your task means to select<strong> Pending.</strong></li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/time.png"><img class="alignnone size-full wp-image-7383" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/time.png" alt="time" width="201" height="83" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/time.png"><img class="alignnone size-full wp-image-7383" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/time.png" alt="time" width="201" height="83" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Deleted: <li>Then should fill <strong>From Time,</strong><b>To Time</b>(From time is when you start the work, To time is, until how long you are doing the work).</li> | Added: <li>Then should fill <strong>From Time,</strong><b> To Time</b>(From time is when you start the work, To time is, until how long you are doing the work).</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/comp.png"><img class="alignnone size-full wp-image-7384" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/comp.png" alt="comp" width="159" height="130" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/comp.png"><img class="alignnone size-full wp-image-7384" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/06/comp.png" alt="comp" width="159" height="130" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Deleted: <li>Fill the field <strong>Completed</strong> in percentage (How much you are completed | Added: <li>Fill the field <strong>Completed</strong> in percentage (How much you are completed your task, for example, 10%,20%,25%,50%).</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/remarks.png"><img class="alignnone size-medium wp-image-7385" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ remarks-300x61.png" alt="remarks" width="300" height="61" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/06/remarks.png"><img class="alignnone size-medium wp-image-7385" src="http://help.goodbookserp.com/ wp-content/uploads/2017/06/ remarks-300x61.png" alt="remarks" width="300" height="61" /></a> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>You should enter remarks with the <strong>Remarks </strong>field.</li> | Unchanged: <li>You should enter remarks with the <strong>Remarks </strong>field.</li> | ||
| Unchanged: <li>After filling all things to click save button.</li> | Unchanged: <li>After filling all things to click save button.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
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