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glenv edited this page Jun 17, 2012 · 20 revisions

Documentation

Installation

Choose your installation type:

  • Web Hosts
  • Local Server (internal network)
  • Xammp - Mainly used for individuals or small teams on a local PC

FAQ MyITCRM1

User Guides by Section

Home

  • Calendar - Display your current event calendar
  • Log Out - Self explanatory really.

Customers

  • Add New - Add a New Customer
  • View - View or Search for Customers

Work Orders

  • Unassigned (Count) - Lists all Unassigned Work Orders
  • Open (Count) - Lists all Open Work Orders
  • Closed (Count) - Lists all Closed Work Orders

Accounts

Administration

  • View Employees
  • New Employee
  • Invoice Rates
  • Edit Permissions
  • Report

General Ledger

  • New Expense
  • Search Expenses
  • New Refund
  • Search Refunds

Suppliers

  • New Supplier
  • Search Suppliers

Business Setup

  • Business Setup
  • Business Hours
  • Payment Options

MyITCRM Info