Core Concepts

Dashboard Overview

Your Front Page and key productivity modules will available above your Dashboard Menu: Front Page Address Book Calendar Resource LibraryPLUS quick access to important CRM functions in the New menu:Add a Contact, Create a To Do, Schedule an Appointment, Log a Call. You still have all the same features your would have seen in the […]

The Address Book

Managing your contacts and customer relationships has never been easier with our Address Book! Store the information that’s important to you with up to 1,000 user-defined fields, including photos, so you never forget a detail or a face. Create lists to categorize people and organizations in ways that are important to you. Track sales, correspondence, […]

Overview: The Contact Profile

The Contact Profile (best referred to as a “Portfolio”) is where you manage all information relating to a that Contact. There are 2 standard types of Contacts in MYbusinessOS:   Contact Type What Is It? Building Relationships Person This can be anything from a Lead, to an existing Customer or Supplier. A Person can be […]

The “New” Menu

The “New” Menu (or sometimes “Create New…”) appears in several areas of the application.  For Example: The always-visible New menu to the right of the Dashboard navigation The New menu in your list of Contacts   This drop-down menu allows you to created new items, from To Dos to Email, without having to leave the […]