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Resources are created and accessed via the ‘Resources’ module from the main navigation bar.
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NUMBER | FUNCTIONALITY |
|---|---|
1 | This drop-down menu allows you to view the resource list in one of two ways:
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2 | The further options menu is where you can create and deactivate records. |
3 | The filter allows you to filter records by Type (i.e. client, vendor), by Company or Dept. (only applicable for employees) or other attributes, such as geography. |
4 | Use the modify grid feature to group by type or remove columns not in use. |
5 | Use the sidebar to access, add and edit details relating to the resource that you have selected. This will open the resource card. |
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