PDF User manual
Contents
1. There is also a price net that the firm receives from its customers for an hour of their employees spent on projects commissioned by the client Cost per hour worked all Net Price excluding VAT per hour of work equipment O 30 Net Price excluding VAT per hour worked W Net Price exduding VAT per day for equipment 50 Cost per hour of work equipment O Desoiption and comment Coske Subteck Gantt Completed work times Sales motes Trareeactions Emak The actual costs of performing Wb The planned cost performance Lh Discount Wb 0 00 f 0 00 E The actual price i The planned price W 0 00 e 0 00 faa Balance ii 0 00 The actual scdtional expensas I 0 Actual cost of performance is calculated on the basis of the actual time of the task multiplied by the hourly labor cost of implementing the personnel and equipment Actual price is calculated on the basis of the actual time of the task multiplied by the price per hour of work that personnel and equipment perform Planned cost performance is calculated on the basis of the planned task execution time multiplied by the hourly labor cost of personnel and equipment assigned to him Planned price is calculated on the basis of the actual time of the task multiplied by the price per hour of work that personnel and equipment perform Balance Balance is the difference between the actual price for the task and the actual cost of the job and shows how the comp2. in the view Menu General company you can enable the integration of VoIP SIP which allows for calls from Firmao net as well as for connecting billing calls to the system and the presentation of the contractor calling the company Choose a VOIP provider from available suppliers and configure VOIP phone integration according to the instructions given by the chosen supplier Compary settings Modules Transaction andinvones Stockdocuments Badslorders Cubo fied Editable dictionaries The integrated VOIP SIP phone O Grakie integration with SIP WOP phare G Prida of WOAS Configuration of mbagated Vole j SiP for FON BUSTESS Comecty fl in tet Seids ogn pisand bire Thesa ane the bgmn bo he birreria Koari sd peor POH CALLAR giier iri ha account ation pared POH ebere ii ihe aininiiration scoort FON in the sethings of admiiiiration para CALLAPI JFOM enable access to the APT tik checkbcwes Access erate and Abya legacy authentication 2 in dkak vire you conect fil in the SUMorm Aad value your login inbegrated Woo SIP Link to aw user date here order to obtain the cate Annes to 4 fee dama acount bo Virta PEt PCi Barre imas Hor ol allowing among other things cal fron GunChM paara contact us at the ares hee oF cal SES Adrii sittre Login i Paiva E Details of the user Jacob Smith CD ust f Report GNew user Label City Jacob Smith Dales First name Street Str or Flat nr Jacob Old Road 5
3. All the operations connected with modification are blocked You are viewing deleted record x Chosen by you record has been deleted You have the abdity to restore the object Restore Browse Quick information search A field used for a quick information search is placed in the upper right corner of the screen It helps to quickly find objects that contain in their name or description the text entered in the search field Quick information search always searches among all the objects of a particular class and is independent of the filters defined in the Filter tab or column headers a a e a No description New task b meeting P List of tasks Task name with the w 4 s E aeren S Report E QNew F vN Name Relation Priority Status The assigne Author Last update 1 E 6 Hard task Project 9500 Paused Alexander Lee 24 04 2012 14 You can enter find the descriptions of objects in the details view 15 4 The Lists Views In Firmao net every class of objects such as a Tasks Contractors scan possess not only the details view of the selected object but also a list view of many objects of this class In this view it is possible to determine which columns of data are shown in what order and which data will be shown and how it will be classified In a list view similarly as in the detail view you can edit the data and add or remove selected objects data records In the Tab list header is always the name of
4. Project gt 51 Emma Clark Ethan Lam 3 Ei 5 Bug fring Project 70 Waiting Alexis Johnso Alexander Lee 4 E 6 Hard task Project 500 Paused Alexander Lee 5 7 Parent task Project 40 Waiting Erni Brown 6 F amp Subtask Project 55 Waiting Ernily Brown List views can be dynamically customized to your needs Columns can be hidden and restored To do this click on the button on the right side of the header of any column the button is hidden by default but it will appear when you indicate the column header with the cursor a Status Hl Watina 18 Select the Columns position from the drop down list Status The sssigned p Waiting Waiting Waiting Paused Waiting Watng Waiting B hnn You ll see another list containing all available column names Please select all the columns that should be shown in the list and deselect those that are to be hidden List of taske Open modified m ae 1 12 of 1 E Nr Name Re i 1 Preparing tasks Project 2 2 Implementation of dashboar Project 3 5 Bug fing Project 4 C 6 Hard task Project 5 7 Parent task Project L amp Subtask Project 7 9 Sub subtask Project amp E 10 Task without project Project Tey eTown g FP 11 Task without actualStertDat Project Alaki Johnson i F 22 GANTT UG A Project Jacob Smith 112 25 GANTT UCG D Project Jacob Smmh an F TT Bernd Hark rn nmrt Errera hrb Erama Perk You ca
5. an email you can use plain text or HTML text then at the end of the email there will be a footer added as defined in the account settings selected for delivery of the created email 61 FIRMAO cece Menu Fier General ae x i Dashboard i Reminders 5 Atachments iil My accoun amp Users Tags C Changelog Ga Emal accounts E Emis e Recawed o Sent Templates Required fields for email templates are Template Name and a list of employees for which the template will be accessible In the edit template it is also possible to add attachments to it 62 63
6. invites you and others to Firmao net gives you your powers and changes the program settings which affect the entire company Sales Administrators CRM Invoices 26 Sales Administrators have full access to all counterparties groups of Customers contacts notes commercials phone calls products transactions offers orders and warehouse documents as well as to all the tasks associated with contractors and working times for all these tasks Sales Administrator also has access to all billing calls Projects Administrators Projects Administrators have full access to all projects to all tasks associated with projects and to working times connected with these tasks They can create projects assign them to employees contractors appointed project managers and determine access privileges to other project tasks Assets Administrators Hardware administrators have full access to all equipment to all types of equipment to all locations and to all the tasks associated with hardware and to all operating times of these tasks Stock Administrators Warehouse administrators have full access to the products and warehouse documents read edit create They can edit the inventory of individual products Users who can see all the transactions These users can view all the transactions but they cannot edit or create new ones They have also access to the customers or products except for information that is stored directly in the transaction
7. manual entering the staff working time will be possible for example by filling data table of working time at the end of the day week month e Show confirmation window on exit times of operation on the current task enabling this option causes the termination or departure Then a window appears with information about what records about working time are going to be saved The employee has the possibility to modify the data before saving e By default consider planned work times default time calculation based on the planned day of work Enabling this option causes that the system while calculating time from the start working on a task to its completion or termination shall take into account the planned working times overlapping at this time Otherwise i e the option is turned off continuous time from start to finish the activity will be counted Use a Gantt chart and its mechanisms enables disables the use of mechanisms Gantt chart relationships between the tasks of a predecessor successor scheduling algorithm the view graph We should leave these boxes selected if our company is using a Gantt chart as a key tool for planning and allocation of work tasks Default Price without VAT per hour worked by employee for customers the rate of net without VAT which the company s client pays for the employee s working hour on a customer order This rate is used to calculate the estimated cost of the tasks for billing and profita
8. means of a Company view 28 Eligibility for projects and tasks Permissions for projects and project tasks are defined in the Organization of work projects Details of the project 1 g M ust Repost Hame Andromeda Start date Managers ab Ethan Lam George Stevenson End ciate T am members W Anthony Wikon Emma Clark Mat Anderson Customer Team members wath limited acoess d Chris Jones Managers Project managers have full access to their projects and do all the activities concerning their projects assign staff to the projects create activities for them Team members Project Employees have an access to the project but cannot edit its data They can only add delete edit and perform tasks of their projects Team members with limited access The staff with limited access has access only to the tasks to which he she is assigned and they can only modify status field planned execution time planned start and end actual start and end date custom fields and add comments and attachments Team members with limited access can t create new tasks in the project 29 Eligibility for Contractors Contractors in Firmao net can be assigned to any number of groups of customers Group of counterparties may consists of any number of contractors Adding group of customers glx Manne Thi fel i required Salespersons Employees traders who have access to either group of contractors have also access to their billin
9. out the tasks of the project In this way the users rights to have access and to modify the data of the project tasks are determined Calendar graphically shows the working times and tasks of the users The calendar allows for a quick edition and the creation of the tasks and working times using Drag and Drop Gantt Chart using this view you can graphically design the project division into specific tasks determine their order by the predecessor successor relationship and plan it in time The Gantt chart shows only the tasks with filled in fields concerning planned start and end dates Customers any companies and organisations with which you do or are going to do business e g suppliers customers partners subcontractors Contacts your contractors employees or agents Sales notes are used for storing information about all business relations with a particular contractor you are free to write any text e g the description of an interview conducted with a contractor client etc Products and services everything you buy or sell to your customers There may also be a supply storage policy which is associated with the supply and the storage of stock as well as the value of individual products Transactions and invoices invoices bills receipts received or invoiced to their contractors They contain products services that are bought or sold by the company You can edit the template of invoices bills receipt
10. received on your account It will be possible only to send messages After creating the account the data can be edited in detail view email account T ebak ol the cma aoe 1 a isl Opie emaa Gine e Cge i a 1a WaT E eral Liae rume mhal Weonthmbecnet H mechal sontembecnet m due Sore ate of uaaa aed aa i Lace Peasy Gale ewer Protea rae Cred ype mecha beonditecnet pl Etac nate POPs 11 Hone Arineae merian of eis i Pammer Duigorg mal wrar Protos eat Gerp r Leap a copy of ep e ma on ep ever ib SPR Pe PH PRE fort pe Te Sho Se eS Apres ep PeesS Tee orby eee ee oe HiH Lyon Poe Briel ied Sigma ture bsa Gute Posi IMAP Chee Download emais Send email i i id 1 z1F Fil Button Get email to download the new email Button New to create a new email account Button Send email to send an email message There will appear a window for creating a new email message The lower panel contains additional account information related objects and allows you to manage them e The Signature tab enables to define your own signature footer also HTML is used for this purpose The footer will be added to the end of each sent email Signature Inbox Outbox Folders IMAP Changelog Regards Jacob Smith e The Inbox tab provides an overview of all received at this email account From this tab you can also send new emails delete and respond to a selected e mail or send it on 56 m List of emails Inbox 3 a Download e
11. 49 Project wating 7 k 11 Task without actualtar 50 Project Waiting F States 10 22 GANTT UC2 A 297 Project Open a X Xy ii 25 GANTT UCZ D 300 Project Open Arcee 12 77 Fixed task 50 Project Wating Project x x At the bottom of the panel filter it is also possible to specify the collation of data and to select deselect the lists of the objects records that have been removed 21 Options Sort field ID a3 Sort drecho Ascending we Deplay results satisfying All conditions ki Showing Do not show deleted 4 After pressing the Filter button in the right panel a view is going to appear that will show only the objects of the class that meet the criteria which have been just introduced Every such filter definition can be saved for later usage To do this use Save As in the toolbar panel on Filter and then enter the name under which this filter should be saved After saving the filter it will be available directly from the menu below the object class name that it refers to Options Sort feid i ID iai Sort directam Ascending we Display results satisfying All conditions k Shouning Do not show deleted 4 On the left of the name of the filter there is a context sensitive menu thanks to which you can rename a filter delete it set as the default or create a new filter 22 23 6 Reports Firmao net can generate in order to view print or send an e mail pdf reports wh
12. A 5 Last mame Post code Smith 91400 Emad address Country j smeh stele bs USA Phone number Curent task 2342423 6 Hard task License i Eite 41 10 The user and the settings You can view and edit your details e g address contact number using the view User Settings This view has menu in its header It includes among others additional buttons for changing settings passwords adding a new user and deleting only visible to the administrator GoNew user pChange password GpSetings 4 4 Vzik Fl shi Settings button opens a new window where you can decide which modules will be displayed on the left side menu and which not Changes associated with it will be visible only to your profile Available settings Email notification When enabled system will send e mail notification of changes in the tasks Number of objects on a page in all lists Number of objects on the page in all major lists of objects such as tasks or contractors Setting a smaller number increases the speed of the application NOTE This change may take effect only after application is refreshed e Ask for detailed description of current time and show it in applications header When enabled application will prompt user for a description of his work time when starting a task e Show menu Organization of Work When enabled application will display menu Organization of Work e Show menu CRM and Invoices When enabled application w
13. User Manual Firmao net Table of Contents About Firmao net Definitions of the basic concepts of the system Detail views List views Filters Reports Permissions Company s settings 9 Integration with virtual VOIP switchboards 10 User s settings 11 Changelog 12 Attachments 13 Additional fields 14 Description and comments 15 Reminders 16 Finances 17 Data import 18 Types of licenses 19 Integration with email Ae ae SNS Firmao net Firmao net is an innovative online system that does not require installation because it works in any web browser It has been designed primarily for small and medium sized businesses The first online version of Firmao net was implemented in 2010 and there are now over 6 000 users in Europe and Firmao net now has the fastest growing user base for software in its class Firmao net is hosted by Amazon s Cloud server data centres which are top rated among large server centres designed for business applications Firmao net is available online at Firmao net The architecture of Firmao net known as Rest Web Services has been designed so that it easily integrates with third party software In version 5 Firmao net has been integrated with a virtual telephone switchboard facility enabling calls to be made directly from the CRM system click2call This enables users to gain access to billing information and to see on screen who is calling in at that particular moment The Firmao ne
14. a date format can be entered manually in the following format Actual start date 06 12 2011 8 or use the available calendar after clicking on the button to the right of the date field to view the calendar 11 Achsal start date l 06 12 2011 8 00 E B002 now ox February 2012 i S M T W T F S 6ts Subcontractor Subtad 1 2 3 4 a 8 F amp 8 1 11 1 13 14 15 16 TF 18 1 2D 2 22 Z3 H zb 26 ZF 25 2 In the calendar you can also specify the hour w15 Wow fok By clicking the arrow icon at the name of the month you can quickly move the view for a particular month You can also do this by using the keyboard shortcut CTRL arrow left right February 2012 You can then select the day of the month by clicking on the selected date lam rw TtT F s 42 3 4 amp amp ff B 8 0 11 2 13 48 15 16 17 18 18 20 Ot 22 s a s 26 27 ef J30 Context sensitive help Next to some of the data fields you can see the icon This icon displays basic information explaining the functionality of the data fields Place your mouse cursor over the icon to view help 12 Remind of the start date wh Rernnd of the end date Selecting 4 reminder wil subomatcally start date of he task assigned to the author and those assigned to the task If you want to change the person assigned to it do itin a Toolbar Every details view has a toolbar with buttons that allows for the quick cre
15. any has developed a profit by doing this task 49 Actual additional expenditure is the amount of additional expenditure which increases the price for the work These are all costs that arise during the implementation of the task and could not be included in the form of employee money or equipment Discount The discount percentage reduces the price of the work So you can apply different rates depending on individual arrangements with the client for whom the work is being done 50 17 Importing data Data import functionality can be found in Data import tab in company panel Imported data should be provided in CSV format file with one from the list available character set default UTF 8 Determination of coding is necessary to correctly interpret the signs contained in a file with imported data Such a file consists of records representing the data of other objects such as Contractor Contact person The first line should be a header indicating which of the attributes of an object should be set when importing data Each row that appears under the heading is treated as another object s data record Each data record should be separated by a separator such as a comma semicolon or colon When used as a separator the sign appears inside a field in a record for example in the description it is necessary to place the content of this field in quotation marks Data import Customers Saias moles Contact Products Tasks Im
16. ation and deletion of objects navigation between next and previous objects allows help to be displayed and many other functions iNew Sy Assigniome 94 gadd transacton jd 4 1ziee Bete g e icon New enables to create a new object in this case it will be a new task After a click on the arrow to the right of the text New subsequent icons will be displayed so that it will be possible to add a new task with the data copied from the currently visible task arrow icons next to the text Task allow you to view the next task icon Delete allows for the deletion of the selected item in this case the task icon Help displays help containing numerous tips on visible Firmao net functionality Concerning smaller monitors it happens that a part of the toolbar icons are hidden To view all the icons click the arrow to the right of the toolbar GiNew SyAssigntome L Gh Add transaction x Then a list of the missing toolbar icons is going to appear 4 Add transaction Deleted data In the Firmao net system every deleted record can be recreated and restored to the system if necessary Deleted data is marked by crossing out field entries Click on the name of the deleted object 13 Bethan A new window opens so you can choose to restore an object or simply display information about it Choosing the second option will take you to the details view of the deleted object where you can only view the data concerning this object
17. b Smith Edit In order to edit the field value place the mouse cursor over the right part If you see a pencil icon click on it and then you can edit the content of the field All changes are immediately saved after leaving the field To cancel saving changes press ESC before leaving the field Priority S00 critical F But if you get the lock icon it means that edit field value is locked for editing mostly because of insufficient permission to edit this field Author Aleander Lee Some Firmao net fields are automatically calculated on the basis of the contents of other fields In Next to these fields there is an icon representing the cog wheel Such fields can be made available for direct editing by clicking on the icon cog wheel that is after turning off the automatic conversion of the contents of the field 10 Desoipten and comments Costs Subcontractor Subtasks Gantt Working imes Sales notes Transactions The actual cost of performing W The planned cost performance W Discount ail 0 00 E 0 00 E The actual price aian fala Pe 0 a mE j 0 00 E Balance W 0 00 The actual addtional expenses U Drop down lists Drop down lists in Firmao net often allow you to select more than one position This is done by selecting the check boxes to the left of the name of the list Tags Approved m iM Approved E First version Second version Date edition All data values in
18. bility calculations for the task It is used in the calculations only if there the values are analogous net price without VAT per hour of work the employee as defined in the details view of the customer Customer or details view of a user employee The default cost of employee work hours gross rate including non wage costs which the firm pays an employee for an hour of work This rate is used to calculate the profitability of the tasks performed by the employee and his salary in the HR Payroll module Enable CRM enable disable a module for customer company relationship management It allows you to gather information about current and potential customers in one place identify and monitor the tasks associated with their service catalogue contact information transaction and marketing activities Use of subcontractors and the valuation of contracts in tasks and subcontractor tab in tasks enable disable feature to assign tasks to subcontractors and to determine the value of contracts Enable Transactions and invoices enable disable billing module enables efficient handling of activities related to the issue archiving and monitoring invoices and the payment of business accounts Enable Storage docs enables issuing of storage docs that are will document incoming and outcoming products to from storage 33 o Enable bids enables efficient handling of activities related to the issue archiving and monitoring
19. data such as customer data visible on the invoice This power can be used for example to provide insight into the company for accounting invoices Salespersons with access to transactions A default trader assigned to the group of contractors or contractors unassigned to any group does not have access to transactions with the contractors To give him access to the transactions of contractors add her him to the list then she he will receive full access to the transaction read edit and create new ones but only to those contractors to which it has access resulting from the assignment to groups of customers or to people with access to the contractors not assigned to any group In addition to those placed in this list sales administrators and the company s administrators have full access to all the transactions Besides the access of read only for all transactions have users listed in the People who see all the transactions list Users who have access to customers not assigned to any group of customers By default users sees only those customers who are in groups assigned to the user To give user access to the customers who are not assigned to any group of customers add her him to the list Users who have access to tasks unrelated to project equipment customer By default users have access only to the tasks that are associated with accessible for him project equipment or customer To give user access to the tasks that are not assoc
20. e modules are e Description for every Firmao net object one can create a long text description The description can provide any additional object related information that is required Description and comments Costs Subcontractor Subtasks meeting tine Comment the users who have access to the facility can add their own text comment In this way a discussion can be created for example on how to perform the task Reminders ensure the timeliness of all important events in the company such as meetings or transactions You can view all reminders associated with the selected object add view edit and delete reminders that exist in the system In the panel associated with adding a new reminder you can specify a reminder time its contents assigned users and optionally set the repeat reminders When it s time for a reminder of the object then the module will send a reminder email for the user with the message reminders j times Sales notes Transactions Emails Reminders Attachments Additenal fields Changelog GQ Hew reminder Reminder tn Repeat a Assigned users Reminder content Author Creation i 25 04 2012 Jacob Smith meeting tine Jacob Srrv 24 04 201 Attachments enables you to add view and delete documents contracts and other files related to the object You can attach both the files and links links to the web sites The maximum single file size is 1GB and all is 2 10 GB per user depending on the licensing pr
21. ervers and are available to all authorised users If you have access to an object such as a contractor or a task you will also have access to all files annexes attached Maximum individual file size is 1GB and all the files is 2 GB for the Enterprise version and 10 GB for the Elite version for each paid license to the user By attaching a file one can also give a description of it Add a new attachment x Attachment hpa a File Link Select file di The fed a required Description 45 13 Additional fields It is possible to define your own fields in forms and assign them to appropriate values Additional fields can be defined in the Company by clicking the Settings Then a window opens your settings where you will find the fields To create a new custom field you must first choose the type of object connected with the field then the new field name and data type that it will store Company sethirgs Cush leh Ai pran BA Ny Adding cuban ikt gix Diset bpi Tet Fiai rara timit codlsboration Data typt Taat OH Create a adi resit ntt Work imes Saes notes Transactions Emails Reminders Attachment Additional fields tack paba a Gow 2 years 46 14 Description and comments A description or comment can be created or added for every Firmao net object Any additional information related to the object may be regarded as the description Description and comments are displayed in the details view of the ob
22. es available in the Firmao net software allows you to show or hide the modules that will be used in your company Modules make it easy to efficiently manage all the processes associated with running a business from anywhere in the world at any time Available settings e Enable Work scheduling module enable disable the module for managing projects and tasks as well as for recording and time management It allows you to effectively coordinate the division of the tasks between employees as well as plan and monitor the progress of projects keep records of working hours o Use project enables disables the ability to use projects in the application You should leave this box checked if the company uses the project to the organization of work this is typical for many companies for example a company that creates software to order every order is a separate project If your company does not use the project for example in a private clinic uncheck this box 32 O Use of work time enables disables the functionality of the records of working time You should uncheck this box if you do not want to use work time records for example if we only need a tool to schedule tasks in the company m Use current tasks enables disables the functionality to track the current tasks of the employees In the case of the deselection of the box the functionality Start stop end work on a task will not be available Still the
23. fields in the list To do this place the cursor over the right part of the field If you see a pencil icon you can change the field value 16 Waiting F Conversely if the icon appears in the lock the edition of the field value is blocked Alexander Lee Ethan Lam Ma pissbity bo edit Jacob Smith Mo possi to edit A list of data can be easily filtered A simple filtering is available on the menu that appears when you click on the arrow to the right corner of the header of each column Simple filtering for jobs with the type of project links m Pope a ee Ce on hew LyAssigntome GAstattask Hd i izih blo Fl we Mame Brine Status The assigned p Author 1 G Hard tas Proje Alexander Lee 2 1 Preparing tasks Project T As Ethan Lam Ethan Lam 3 23 GANTT UC D Proje Zj ca 4 Jacob Smith 4 24 GANTT UCA C Custi Jacob Smith 5 F 23 GANTT UGB Custon Jacob Smith 6 M 22 GANTT UC A Project mo Jacob Smith 7 21 GANTT UC Resour Jacob Smith B 0 13 Restart button dosent work Resource 150 F Resource Emir Brown 9 77 Fed task Project 40 ow lark Emma Clark 10 5 Bug fixing Project 70 oe Hohnsor Alexander Lee Filtered task list for the type of link design h i i our Open modified gz F Report Dataia Guew Ey Assign to me 4 Stan task E Hr Hame Relation ty Priority Status The assigned p Author 1 6 Hard task Project 9500 Paused Alexander Lee 2 i Preparing task
24. g of telephone calls 30 Permissions and email accounts Every email account configured in Firmao net can be assigned to any number of employees with accounts in Firmao net In this way selected employees may have access to email messages that are sent to one mailbox Permissions to read e mail messages are not inherited from other rights For example an employee with access privileges to the contractor will not have access to email messages sent by him if you do not have access to the mailbox to which this message was sent E Details of the email account 17 cu Address email michal lyson mtec net pl Label michal lyson mtec net pl Password seeececeeeeeeeeee Assigned employees Michal Lyson 31 8 Company and its settings In the view Company one can change the basic data of the company address phone number as well as provide users with permissions 5 Company aay Priloge pisa import oh Licenses and payments Maen Pheri Firmaaxy lt Wiebaain Fim VAT bhentilication muniber Sireci Sirett mis Lire ran Barris Rae rato Aes Cay Post Code a FE naie N wey i Company Settings Settings button opens the Company Preferences in which there are settings for the system in your company Company settings Modules Trarcections and incites Shock documents Bedeforders 9 Cuskom fields Edikebls dictionaries The integrated VOIP SIP phone Modules Tab Modules tab allows you to manage the list of modul
25. gs of their accounts Users a view in which all data of all Firmao net users within a particular company can be seen With this view one may add new users by sending an email invitation to him her e Labels by defining separate labels for different objects and assigning them to objects e g tasks contractors etc any grouping of objects is possible for example easy difficult or pleasant tasks or customers who pay on time or those who do not can be easily created e History Firmao net saves every change in the data made by each user so that authorised users can see data that has been modified and at what time and by whom e Importing data data can be imported into Firmao net through this facility The imported data needs to be supplied in a file in CSV format e Company View includes all the information about the company to which the Company administrator belongs If you have the administrator privileges you can instantly change any settings of your company and assign specific access rights to particular users e Email accounts Firmao net includes functionality for reading and sending emails which you can connect to any number of email accounts that use the POP3 or IMAP protocol You can also freely determine access to them for chosen users from your company e Email messages it is possible to manage one s own email which can be attributed to Firmao net users customers contacts tasks or transactions It also allows fo
26. iated to project equipment or customer add her him to the list Users who can see other users planned work times sicknesses and leave By default users see only their planned work times sicknesses and leave To give user permission to see planned work times sicknesses and leave of other users add her him to the list Users who can not manually edit their own finished work times 27 Users can manually create and edit their own completed work time by default To block this possibility in selected users add them to this list Note Even after adding to this list some users such as a company s administrators department administrators project managers etc will still have full access to the working time present in their department or project Users who can see the cost These are users who see the cost and prices of both working hours of employees and their tasks and the overall cost of the projects and all projects for the contractor Payroll Administrators Users who are not payroll administrators can only see their own holidays days of incapacity for work They have the opportunity to create a holiday application Administrators accounting Users who are not administrators can not see the accounting entries in the Accounting and do not have access to the data accounting module Newly invited employee A newly invited user has initially limited minimal access rights to the program The administrator may grant him more powers by
27. ible to show only information that is needed at a particular time by the user It enables filtering by means of relative dates e g tasks modified since yesterday or searching for objects such as empty fields the task with no user assigned It also allows formulas to be used for data sorting A defined filter can be saved under a new or already existing name All these filters are shown ina form of a tree in the main menu under their options for example for tasks Unassigned Open etc e Reports a list in a PDF file containing the information specified by a particular filter intended for producing a PDF and printing You can also save lists in other formats for example xls csv docx or odt so that you can easily export any data from Firmao net to other systems or create a local archive of database Through the option Reports it is possible to create a mass mailing for example requests for payment interest notes etc You can edit the reports templates using the iReport program e Reminders a list of specified reminders to which email reminders about particular events will be sent to the chosen users at the chosen time e Attachments a list of files e g documents stored on Firmao net Amazon servers that are assigned to objects such as a specific task project contractor This list can also store links to files stored on other servers My Account a view allowing for managing the users data and the settin
28. ich contain a list of selected columns and rows of data for almost all objects of the program While generating reports it is also possible to use the defined filters You can also write reports to other formats such as xls csv or odt by means of which you can easily export any data from Firmao net to other systems or create a local data backup Is also possible to select and edit a report template to fully adjust the report to the users needs The basic report templates that are available in Firmao net can be subject to any modifications Report fuser al 2 a Lia pepe oe Print BPE Epot Stelis Technology Page lof 1 Main Road 1g 00111 Dallas US Users report Phone 123 Fax 01234 Business Reg Ho 123456785 TINMWATUE 1234889218 05 06 2012 11 01 First you must download and install a free program iReport http jasperforge org projects ireport then using the Download Template you should download to your local drive on your selected report template and open it for editing in iReport for example to amend the report displayed on the column name to description 24 M Jaspersoft iReport Designer 4 5 1 Fiz Edt View Format Preview Window Tools Help ix Customers _report jrad A Designer XML Preview E A Gh Fp aria vie _ 7 3 ORR R E leere Aiki ki PicompanyNam P companyAddn Phone P ca Customers report Biistalinsisiinileiiii ri Bus
29. ill display menu CRM and Invoices Show menu Assets When enabled application will display menu Assets Show last objects menu When enabled application will show the recently viewed and created objects in Last objects menu o The maximum number of last objects in the menu Specifies how many objects will show up in Last objects menu e Show attachments and reminders in main menu When enabled application will display a list of attachments and reminders in menu on General tab 42 User settings X Email notifications Show menu Assets Show last objects menu Number of objects on a page in all lists 30 C Ask for detailed description of current time and show it in applications header Show menu Organization of Work Show menu CRM and Invoices The maximum number of last objects in the menu 5 CI Show attachments and reminders in main menu GCGeeeeeece OKC User settings view contains additional panels with object related information such as assigned projects open tasks You can view the history of the changes the data on phone calls made the associated costs and you can also enter additional information about yourself E Details of the user Jacob Smith amp M Lst Repon Grew user Label City Jacob Smith Dalas Frst name Street St ar Plat nr Jacob Old Road aA 3 Last name Post coche Smith 51400 Emad address Country j smith stells bi
30. iness Regist AA Earner pan Reports option can generate not only printouts of data lists but also mass mailing interest notes requests for payment New Year s greetings It can also generate reports with graphical representation of data in the form of various types of graphs 25 7 Permissions Permissions define functions and the kind of data that particular employees will have access to Permissions are inherited For example a user with access privileges to the client group has access to each client group which implies min access to all the tasks performed for this client and the amount of time spent on working on it ie Privileges E Company amp Gate import di Licenses and payments System Administrator Wi Tomasz Rajca Sales Administrator CRM Invoices W Projects Administrator i Assets Administrator ih Stock Fudeninisbrator i Users who can sae all transactions Wl Salespersons with access to brancactions Wi Liners who have access bo ousbomers not assigned to any group of customers Liners eto have access bo backs wnnelabed bo project equipment cusborer Users who can set other users planned work tines sichnesses and erve Users who can not manually edt ther own finished work tines Wl Users who can see costs U Tomasz Rajca The entire program administrators The administrator of the entire program has access to all of its options and data It is the administrator of the whole program who
31. ject Description and comments Costs Subtasks Gamit Completed wark times Sales motes Transactions Alesse send an invitation for the naxt conference Comments 1 2012 07 17 11 58 Tomaz Kaka I propose bo create 200 invitations at first Ghadi comment 47 15 Reminders Provides a timeliness to all the important events in the company such as a meeting or transaction You can set any guide using the details view object In the panel to add a new reminder date reminder is defined its contents assigned users and optionally repeating reminders When it s time for a reminder of the object then the module sends a reminder e mail with the content of email reminders Reminders on due date you can also define when you create a transaction In this case you can add the person assigned to the reminder from the Reminders Add a new emal reminder g Reminder nates Task 25 GANTT WC D j Temgangw 7 ays bens Quarter Hal year waar i anrd mt Repeat s every 25 04 2012 15 07 T months Aamagreedd uiri Jacob South w H ni gonit Reminder of the start of the task Crease 48 16 Finances In order to analyse and calculate the cost for the tasks you can enter cost prices both planned and actual for the work of employees on the tasks and the equipment used in carrying out the task In the Users view Finances tab the cost per hour worked is given tax rate the firm pays a worker per hour
32. l causes an immediate display of the list of all new email messages The automatic refreshment of the list will be available soon on Firmao net e Send email to send an email message e Reply button enables to send a reply message to the selected email e The buttons allow for the change of email messages received from an unknown email address contact person and or contractor and the content of email messages received from any address into tasks e Additional buttons to manage your messages marking messages as read unread select from the list messages read unread e Pages button enables to select the email list e Delete to delete the selected e mails from the system Like other Firmao net options e mail is not physically removed from the database it is only marked as deleted This makes it possible to restore any deleted earlier data All stored emails can be viewed and edited using the lists view and using the details view email By clicking on the subject of the selected message on the email list we switch to the view details Meeting mieten Company Information E Details of the email 38533 2 TT bist G Send emal Ge lReply S Wa 12203 b H E iee Subject Date Meeting invitation 24 04 2012 Emad account Customer Bon Statusa nwala 1 ihgmal com Inbox OK Sender address Contact Copy BOC m wojikigp pl Receiver pddess Taek Tage Pomcer IMAP nowak 1 ihomal com In the details view of a selected message
33. lass of objects Search criteria can be numbers texts and dates entered in the format DD MM YYYY HH MM format or record relative where Y year M month W weeks D day H hour M minutes For example the value 1D means one day back from now and allows for example to show completed tasks from yesterday The selection criteria can also select from the drop down lists where like in other views of the program by selecting the check boxes to the left of the list items you can select any number of values Ticking the checkboxes on the left side of the field names specify that the field is included in the search criteria You may provide no value but the program searches for the objects which have these fields empty In this way you can search for such a task which is not assigned to any user By selecting the Search in the description of icon the program will also search for specified text in the full description of the objects F Filter Menu m List of taros ea E Report Nes T Fiter i Saving as a Nt Name Priorty Relation t Status Task name ert ndame 1 1 Preparing tasks 301 Project wating z 2 Implementation of dash 51 Project Waiting f n 3 5 Bug fing 70 Project Watng 4 6 Hard task 6 500 Project Paused i e 5 7 Parent task 40 Project Waiting Priority from 6 8 Subtask 55 Project Waiting to 7 9 Sub subtask 45 Project Wating Assigned users a O 10 Task without project
34. mais Send email 1 2 Bog n mien addr Subject Date Contact Customer 1 E michal ysoni Meeting invitation 24 04 2012 2 F michal yson1i Company Information 24 04 2013 F e The Sent tab provides an overview of all messages from this email account You can also send new emails delete and respond to selected e mail messages or send them on List of emails Sent TEOR m EE E Te n Download emais Q Send emai G d Sender addr Subject Date Contact Customer 1 michalisond RE Company Information 24 04 2012 e Tab IMAP tab provides an overview of all IMAP folders and allows to edit the information associated with those folders Using this panel you can create the same folder structure in Firmao net as on the email server Sgaire Inbox Outbox Folders IMAP Changelog J Add folder A Delte a Hire Type Mais sent to customer Outbox e Changelog tab provides an overview of all changes related to the selected email account You can see the full history of transactions on the account who when and how the data was modified All changes are updated on a regular basis Sgature Inbox Ouibax Folder IMAP Changelog 2012 04 24 15 25 Michal Lyson L Mal eecount 17 michalleen mtec net pl changed signature New waue Regards Jacob Smith d value Regards Jackob Smith Details of all created email accounts you can also view and edit using the list view 57 p Uist of cemal accounts AM oy a Ohw Hi zike iLi 1 H
35. n change the display order of columns To do this click on the column heading you want to move then drag to the desired position without releasing the left mouse button j Tastee opn frane 2 ee o Nr Name Relation ty Priority Status 1 1 Preparing tasks Proiner 301 Watng 2 0 2 Implementation of dashboar Pre Priority Watng l 34 E 5 Bug fing Project 70 Wating 40 6 Hard task Project 500 Paused 19 The width of the columns can be modified To do this click on the vertical edge of the column header The mouse cursor should look like in the picture below Then you need to extend the column edge respectively in the right left direction depending on whether you want the column width to increase or decrease a Ee Open modes neport eZ Detame F E anj Hame Proriy Relation ty Status 1 1 Preparing tasks 301 Project Wating 2 2 Implementation of dashboar 51 Project Wating al 5 Bug fiting 70 Project wating 4 6 Hard task 500 Project Paused i 7 Parent task 40 Project Waiting 6 8 Subtask 55 Project Waiting 7i 9 Sub subtask 48 Project Wating 5 Filters By using the Filter panel we have the possibility for rapid discovery of information The Filter located next to the tab Menu in the upper left corner of the program is active for each list that appears in the right panel of the program The filter panel allows you to select multiple filter criteria specific to a given c
36. n content which will be used by default when creating new invoices This option can be useful if your company has a standard formula that is placed on all or most of invoices Company logo on invoices enabling this option will display the logo in the upper left corner on the invoices This logo can be added changed or removed in a Company view 35 36 Storage documents tab Documents warehouse tab allows you to manage settings for document storage Available settings e The default type of stock document the default type of document storage which will be used when creating a new document storage e Upgrade stock state of products after the creation of documents you can decide whether the creation of documents such as VP GM will update the inventory of selected products o Ask for update will display a window asking if you want to update inventory products o Automatic Update will display that stock levels are automatically updated o No update after the creation of a document warehouse stocks remain unchanged e Direct modification of stock state Allows you to directly modify stock state of your products If this box is unchecked then stock state of products can be modified only by documents and invoices e Numbering Template for documents such as Adopt external and external release it can be defined by which template subsequent documents of this type will be numbered Company oebhings M Moduler Tre
37. nable CRM CO Lite niairt and the valuation of contract in tack qubrontrachor tabs ir tacky ie Enable Transactions and reotas Enable Storage docs F Enade bi E Enable Aissati Ll Enaki HAF BETA ie C Enable Accounting BETA A Accounting type Reverie and apania kiger z _ Foret prepne changes aeey 30 days A J Transactions and invoices Tab 34 Invoices and iransactions tab allows for managing the transactions and invoices Available settings Default transaction type the default type of transaction which will be used when creating new invoices Default payment type the default method of payment which will be used when creating new invoices Person issuing the invoice default the default person who will be mentioned when creating new invoices Update stock state of products after creation of invoice you can decide whether the creation of invoice will update the inventory of selected products There are three options o Ask for update will display a window asking if you want to update inventory products o Automatic Update will display that stock levels are automatically updated o No update after the creation of a document warehouse stocks remain unchanged Templates numbering for each transaction type you can specify a template which will be numbered according to the subsequent documents of this type Standard annotations to be included on invoices you can add the annotatio
38. of storage bids Enable Assets enables disables the fixed assets module It allows you to conduct comprehensive records of equipment and all related actions purchase sale repair It also allows you to store information about common faults and problems related to the equipment and ways how to deal with them Enable HR Payroll enables disables the payroll module this module is in the testing stage o The rate of accident insurance determines the rate of accident insurance paid by the employer The value is given as a decimal fraction e g 0 0253 Enable Accounting enables disables the accounting module the module is in the test phase o Accounting type lets you select a type of accounts a full accounting or a revenues and expenditures book Enable Force password changes every 30 days turning on this option forces all users of the company to change their passwords at least once every 30 days Company wrt hires 4 Poodles Trearceachions andiirences Shock doguments Bicksonders Curchown Feld Editable dichon The inbegnsted Yo SIP phone F E Grable Work scheduling mode E Lins properties a fi Lea work imag diel fF Line current tacks funchionabty 4 D Show confirration window ster fring current tek E By default consider planned work timas i E Line a Gantt chart and its mechani Ge Delat Paine yethout VAT j par hour waked mlg by empiryen for cusbonners The dafauit oost of empinyeg work aE z E E
39. ogram king times Saes notes Transactions Emals Reminders Attachments Additional fies Changelog 3 Add attachment kee Name Alag Description Auuthear Creation date 1 estimate tet lt 0 01 Jacob Smith 24 04 2012 1 Additional Custom fields you can enter values for defined additional fields associated with the selected object Custom fields are those defined by the users according to their own business needs To create a new custom field use the option Company Settings Additional Fields Creating a new custom field select the type of facility and specify the type of value that will be entered in this field date text number joking times Sales note Transactions Emak Reminder Attachment Additional fields Changelag time colaboraion 4 years e Changelog here you can view the complete history of the operation how data was modified and by whom and when All changes are updated on a regular basis The insight into the history of changes is possible only for objects to which a currently logged in user has access b m s Sales moies Transactions Emails Reminders Attachments Additonal fads Changelog 2012 04 24 11 30 lacob Sith I Task Hard task changed status Hew value Paused Cid vake n progress 212 04 24 11 30 Jacob Seth 1 Task 6 hard task changed status Mew woke In progress Old value Paused 2012 04 24 11 35 Jacob Smith i Task G Hard task added assigned users 1 Jaco
40. port of customers CSW fle with data to impart Fe encoding _ Column separator B UTF 8 Comma i O F you have problerns importing data please contact us at support firrrac ol 51 18 Versions Licensing Firmao net Firmao net have 4 versions of the differing set of included features and price These are the versions Standard which is free and the Professional Enterprise ELITE which are paid versions Within a single company there can be a free choice of paid licensing and assigning them to individual employees of the company It is not possible to use the company paid and unpaid license Standard license No Setup Fees TMS tasks and projects working hours CRM customer relationship management FAM system record company OIS VAT invoices bills No limits for users projects statements invoices customers etc Product Inventory products and services which can be offered for sale to its customers Additional capabilities for version license Professional over standard versions Flexible choice of license PRO ENT ELITE for each user optimization the cost of using Firmao net Free support presentations and online training to screen live broadcast via Skype Reports PDF Excel CVS Chapter 6 History data Chapter 11 Encrypt connections SSL TLS https Import data Chapter 17 Recordable filters Chapter 5 Additional options licensed version of the Enterprise more than the Profes
41. r a Address amad Label Agagned employees User mame khceoming mal Ouigeing mal 16 17 irechal Weondmritec ne rechallsondrntec ne Michal Lyson michal songs mbecnet pl mtec met pl Email messages Option allows you to receive read and send email messages attached to Firmao net corporate email boxes FIRMA gas Menu Filter General aliil E Dashboard Reminders Aftachmants 1il My account Users w Tags E Changelog i Emai accounts b Emaila Recened amp Sent e Unread Like in other menu items there are sub menus Unread Received and Sent that are actually the names of customizable filters which you can also use to create a new menu item email messages such as Important showing the e mail messages with attached labeled Important Received in last week Received from the account office Firmao net To manage email messages one uses the buttons on the top menu in the List of emails view m Eii a Received 2 Delais n Downoad emais Send emai g Sender addi Subject Date Coniact Customer 1 E michallysond Meeting invitation 24 04 201 2 michaLlsonl Company Information 24 04 201 58 e Get email button enables you to receive new emails In standard email messages are received from the mail server every 15 minutes New messages are not automatically shown on Firmao net lists In order to see them you need to refresh the list or show the new list of emails one more time Clicking Get emai
42. r the creation of tasks customers and or contacts directly from an email message e Tasks allow you to describe the work that an employee or employees performed or will perform You can determine the exact planned or actual time of the task or combine it with another task of predecessor successor relationship or divide it into subtasks or assign it to the subtasks master task e Work times Firmao net divides working hours into o Planned working hours that is time at which the employee contractor declares the work and which is saved by the system You can also record leave and sickness o Current time job is recorded in the system as an activity task on which the employee is working at the current moment o Completed time is recorded in the system as the time the employee contractor spent on performing a particular task Because the tasks are often interrupted or carried out ina discontinuous manner the completed times allows for saving any length of time devoted to the task in the program Then the system by summing up all completed work times can determine the actual total duration of the task o Leave and sickness this is the way the system defines the time and the reason for an employee s absence from work e Projects enables logical grouping of tasks into projects The project may be assigned to a contractor for which it is being implemented It can also be assigned to the project managers and staff carrying
43. rver 7 Download only messages received after 17 04 2012 4 O v Get your message right after eating your account wh Automatic generation of partners and contact persons the selection of this check box only Elite will cause that every email message received from a new email address i e the one that is not yet in the database of the counterparties or contact persons will automatically create a new contractor and new contact Automatically create jobs the selection of this check box only Elite will cause every email message to be automatically transformed into a task In this way the timesheet will be consistent because the employees will work only on tasks rather than on tasks or emails Leave a copy of messages on server the selection of this check box will not delete the email messages from an account after downloading them to Firmao net Download only Messages received after selecting the checkbox will cause Firmao net to not collect all email messages located on the mail server but only those that were received after the specified date This makes it possible to avoid cluttering the email message folder Firmao net with already outdated archival email messages The possibility to specify the date from which the messages will be downloaded is only available in the Elite version Firmao net 55 e Get Message subject immediately after creating your account in case you do not select this check box email messages will not be
44. s Project 301 Wating Ethan Lam Ethan Lam 3 25 GANTT UC D Project 200 Open Jacob Smith 4 E 22 GANTTUCZA Project 297 8 Open Jacob Smith 5 77 Feed task Project 80 Wating Emma Clark Emma Clark 6 5 Bug fixing Project 70 Wating Alexis Johnsor Alexander Lee It is also available to sort the data according to any criteria in ascending or descending order To perform the sort operation click the button to the right of the header of the column that you re interested in the button is hidden by default but it will appear when you indicate the column header with a cursor 17 Priority v Status t301 Priority 9 51 ey g Then a list of operations develop that you may perform on the data Choose the position Sort Descending Ascending Sort descending by column Priority h 7 a ti Ueol Opes modified a 2 Report Details Ga uew E Hr Name Relation ty The as 1 1 Preparing tasks Project 301 Ethan 2 2 Implementation of dashboard Project 51 Emma 3 5 Bug fixing Project 70 Alexis 4 6 Hard task Project 500 5 7 Parent task Project 40 6 8 Subtask Project 55 7 9 Sub subtask Project 45 You can also sort by simply clicking on the column header Sort by column Priority 5 m aaa pen a Report Detaiis new oy Assign tome Lagata task Elani Name Relation Status The assigned Author 1 1 Preparing tasks Project 301 Prony pe Ethan Lam Ethan Lam al 2 Implementation of dashboar
45. s USA Phone number Current task 2342423 6 Hard task License Login phone number of the integrated VOIP SIF lp Elte 01500001 Additional informations Costs Open tasks Chesed tasks Assigned projects Wok ees Additional fields ae Cost per hour worked G8 25 Het Price exdudng WAT per hour worked Gli 20 43 11 Changelog Changelog view is available from the Menu General Changelog Changelog tab is also in the details view of each system object Here you can view the complete history of the operation who when and how the data was modified All changes are updated on a regular basis Insight into the history of changes is available only to the objects to which currently logged in user has access 4 trator Subkasks Gantt Completed work times Sales notes Transactions Emails Reminders attachments Changelog 2013 01 21 11 57 John Smeh Task 3 Sofbware test changed project bo 1 Software for company Kalan 2013 00 21 11 57 John Smeh Task 3 Software test changed connection to Project 2013 01 21 11 57 John Smith Task 3 Sokbware test has been oeated 44 12 Attachments Thanks to the attachments option the Firmao net system can be used as a network hard drive that can store files documents associated with the object e g the contractor and others You can attach both files and links to pages or files stored on other servers Attached files are stored on Amazon S3 s
46. s using iReport Stock documents here companies that need warehouse management can issue proof of acceptance or release products from the warehouse You can edit the template of these warehouse documents using iReport Bids and Orders as in the case of transactions and invoices one can record a list of bids and orders received and sent from to the contractors You can edit the template offers and contracts using iReport Phone calls Firmao net integrates with VOIP so that you can make cheap phone calls with 1 Click directly from Firmao net It is also possible to assign billing calls to individual users customers contacts or easily record your calls to WAV files and quickly display the data of incoming calls Company equipment it is easy to record equipment located in the company or to assign users to it and to deal with faults tasks associated with the it Types of company equipment enables you to define certain types groups of equipment with specific parameters For example you may define the type Computer and assign the parameters such as processor type hard disk capacity etc to it Then when you add new hardware you can use a predefined type to describe all the computers in the company Locations locations consist of all kinds of buildings rooms etc in which equipment can be placed They may also include for example the company s warehouse store rooms etc Each location may have a superior location
47. sional version Estimates Chapter 16 Ability to define additional fields for tasks projects clients etc Chapter 13 Notification of the dates Chapter 15 Integration with e mail reading and sending email connecting any number of email accounts Attachments file storage 2 GB per user Chapter 12 Offers and contract Documents storage Additional capacity licensed version of Elite over Enterprise editions Editable PDF reports Excel CSV customizable templates reports invoices contracts proposals and documents storage using a free template editor reports iReport Automatic creation of contractors and contact person with e mail Attachments file storage 10 GB for each user Chapter 12 52 Automatically create tasks from e mails Integrates with VOIP telephony Gantt chart a graphical representation that allows project schedules 53 19 Integration with email Firmao net in the Enterprise and Elite versions allows you to integrate any number of email accounts with the system supporting both POP3 and IMAP By using e mail accounts that support IMAP mail sent from Firmao net may also be available in others connected to the same account programs email clients and vice versa mail sent from other programs may be available also in Firmao net It is also possible to import Firmao net IMAP folder structure defined on the mail server Email messages are assigned to contractors and to the contact persons and to the
48. so you can create a hierarchical structure of the location e g building floor room Comments each items within the system e g tasks can be described and commented on by users who have access to it This creates for example discussions on how to perform a task 3 The Detail views In the detail view of the selected object such as a task or contractor you can browse and edit all data of the object You can also delete objects just visible and add new ones The Details view also contains an additional tab which includes object related information e g task related objects are working hours over it or email messages connected with it E Detail off ther taak 1 E Tut pee kee Horae kedya Ul Hard task Toma Race Popeahend big faction Creation date Parent bek Priphect Frag Tora Paina E07 dis Shane Prony Percentage of compietior Bhre colin of dats Watra leer t Ore The aches aaia bins hi Pian ganian ties hi Tags i Bhal shart diba Parad start Rewind of the start date Eth hual erd date Pamaderi Remind of tha mnd date ii Eneth Denr a ame s Bubis Gai Compie smk bmes Senoi eeste Emak Remis Attechonents biiiinaiedi harg Jd comment Tabs Detail views of objects have different sets of Tabs The tabs are located at the bottom of the view Here you can add edit and delete related objects e g for object task related objects are working hours over it or email messages connected with it The standard tabs for most of th
49. ssin andinvoces Shock documents Bidijonders Custom ekis Editable dictionaries The integrated VOIP SF phone The default type of stock document Good Received Mate ss pore shock state of products after the creation of ace for update m dament Goi redee ne Gan Baad Mota with tent products C Diet madiication of stock stato 4 Goat dnd mote munmiiring pathi iniii iy Giot kad Note numbering patter intin pA i Bids orders Bids orders tab contract allows you to manage settings for tenders and contracts Available settings e The default type of offer w menu jest Default bid type the default type of offer which will be used when creating new offers orders e Numbering template both for tenders and contracts can specify a template by which to number consecutive documents of this type 37 Additional Fields tab According to your own business needs you can define your own fields and assign them to appropriate values More details in Chapter 13 Editable Industries tab According to your own business needs you can define what industries you need For creating a new industry it only requires a name 38 Add or change the company logo button allows to add an image file with your company logo The maximum file size is 250kB 1280px width and height of 800px 39 40 9 The integration of virtual VOIP SIP phone switches In the Settings
50. t Support Team provides its users with technical support via online help email and phone as appropriate We offer free demonstrations during which we can share a computer screen over the Internet to show how to use Firmao net Multi lingual support is also available if required 2 Definitions of the basic concepts of the system e Company an organisation which is a Firmao net customer and which has an account on the portal Firmao net and associated database as well as information about contractors and other tasks Users Employees accounts belong to the company s account The company s administrator sends invitation emails to invited contacts e g colleagues via the Firmao net system e Company s Administrator the first user who created the company s account Administrator s rights can then be granted to any number of other users invited to the company s account The administrator has access to all data of his her company e User each authorised user whose company has an account on Firmao net and who has received an invitation email sent by the administrator to create an account on Firmao net e Startup screen the first screen which is visible after logging in containing any number of user selected views and information that is relevant for a user By using editable filters and the columns profiles views can be freely defined e Filters The Filter Tabs allow you to specify any filter criteria so that it is poss
51. tasks and transactions of which invoices have been sent or to be sent On the basis of sent email messages it is also easy to create new customers contacts and tasks Option Email Accounts lets you connect to your email account Firmao net and edits the data account General GaNew ja 4 lirik bi EE Dashboard til My accaunt amp Users TAGS Changelog p Data import 5 Company gil Licenses and Payments Ld Email accounts All L 1 Emai e The New button enables the integration of a new email account with Firmao net A new window appears in which you must provide all the necessary data to your email account Please enter your email address and password Other data concerning the setup will be completed automatically Any number of employees can be assigned to each email account and will be able to read and send e mails from it Administrators will always have access to e mail message subject from all accounts 54 Adding email account Address emait Tha fed i required Labet This heid H required Password This field amp required Assigned employers Jacob Smith Aconunt configuration cc User name Tha Ped amp required Incoming mail server Protocel Port Enarypion POPS 955 SSL TLS i Outgoing mail server Prvtooal Port Enorypiion i SMTP 465 SSL TLS it Automate generation of customers and contacts ay Automaticaly oeate tasks from incoming emal Ly T Leave a copy of the e mail on the se
52. the displayed object class in this case the Tasks List followed by the name of the filter used in the building and the number of objects shown Lists can display up to 100 rows at a time after entering the demanded number of rows in the Settings General View My Account un eer opra mothe 2 J Report QNew aNi Name Relation ty Priority Status The assigned Author 1 1 Preparing tasks Project 301 Waiting Ethan Lam Ethan Lam 2 2 Implementation of dashb Project 51 Waiting Emma Clark Ethan Lam 3 5 Bug fixing Project 70 Waiting Alexis Johns Alexander Lee 4 6 Hard task Project 500 Paused Alexander Lee All lists available in Firmao net have menu in their headers This menu contains buttons that enable you to quickly create a new object delete an object display help or the choice of the list and many more depending on the type of data displayed Giew jd izib Fi LEJ The New button enables to create a new object such as a Task Contractor The Pages button allows for the selection of the list The Delete button deletes the selected item from the list The Help button displays help containing numerous tips on Firmao net functionality By clicking the selected object name in this example the name of Tasks or by double clicking on the row the list goes to the details view so you can view and edit all data associated with it 6 Hani task i Praparing tasks You can also directly edit the data
53. you can browse edit the data shown in the email The lower panel contains tabs with the content of email messages and attachments to the messages e Content tab gives an overview of the content of the email 59 Content Attachments INVITATION conference titled Innovative technologies e Attachments tab provides an overview of all the e mail attachments E mail attachments are included within the limit for a given user 2GB version Enterprise 10GB Elite version Cantent Attachments 2 ik Home ARa Description Author Creation daie 1 r amp foto png lt 0 01 24 04 2012 1 Send email window shows New email for creating and sending new emails 60 Hew email ae Frome Template michaLlyeongmtec met pl we To Tha field is required Subject Conbent Tahoma FJ erulAn A ERPS EE B Regards Jacob Smith Add an attachment More In the window you need to choose the email account from which the email is sent the address or addresses to which the e mail will be sent subject content of emails attachments and optional e mail addresses are given CC BCC to which a copy or blind copy of an e mail will be sent When you enter a few email addresses in the To field the system will send a message to each of these separate email addresses You can also select a predefined email template in which the appropriate fields will be fill only once in order to accelerate the creation of the same email in the future Creating
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