Shared Entity
users can add activates in it related to any other entity
General
Foundation shared across Transparent: sign-in and identities, row-level security that follows record status, master/reference data, configurable lists and grids, background automation, and integrations (SAP, TMS, CRM feeds, queues) that every business module relies on.
Activities
«Activities» groups capabilities filed under «General».
Architecture
The names here suggest a focus on platform or administration within «General». The description on each card is the primary definition.
Multi Companies
Companies can share their production resources to other companies with different service fees
Logs
record log for all system entities (add/edit/delete), with userid and datetime
Aging
setup to track changes in specific fields
Advanced Security, Who can access What and When/How
Who: The main user or someone related to him by management level, another role, department, Company etc.
When: based on item status (can be 1 field value or multiple fields values in same item data or in another items related to the main item)
How: Read-only, read write (and which fields)
When: based on item status (can be 1 field value or multiple fields values in same item data or in another items related to the main item)
How: Read-only, read write (and which fields)
Messages
all users that can access an items can chat on this items
Dynamic Reports
Users can create and customize all fields, filters, sorting in any entity they has access to with export to excel option, and also can make scheduled reports to their email
Multi users
User can have 1 login with multiple identities in multiple companies
File Management
Set of predefined folders in each entity with different access privileges based on roles so uses can upload/download in them based on the required workflow
Currencies
System support multi currencies and each company has its own main currency so all financial entities (jobs, tasks, invoices, pos, payments) can have both currencies (account currency and main currency). The conversion rate is recorded daily and used when creating any items that has currency
Working Schedule
Weekends, Working time, Public holidays are synced automatically from public API per each country
Saving items
system can save item or save and open new item or save and clone item for faster date entry
Alerts
send alerts when add/edit/delete to specific user roles
Calendar
The names here suggest a focus on talent and resourcing, platform or administration within «General». The description on each card is the primary definition.
a place for the user to check his calendar and submit his off days, hours
No operational description
Staffing, calendars, or resource requests.
Category inferred from naming only.
Cases
«Cases» groups capabilities filed under «General».
Shared Entity
users can add cases in it related to any other entity for assigned users to investigate on
Company Settings
«Company Settings» groups capabilities filed under «General».
Main Settings
All company identity data and management users, weekends setup, invoicing setup (templates, grace period), default price books per currency, default credit limits, etc.
Branches
Each company can have 1 or multiple branches
Teams
add trusted production teams and block other users from being assigned based on task types and task specs
Inbox
The names here suggest a focus on platform or administration within «General». The description on each card is the primary definition.
The main screen for all user message
same as email inbox
Tickets
«Tickets» groups capabilities filed under «General».
Shared Entity
users can add ticket in it related to any other entity and the ticket will be sent to assigned user to attend
Todo
«Todo» groups capabilities filed under «General».
Items needs attention
Check Important issues that needs user attention and give multiple actions for user to solve them.