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Leads Management: A Comprehensive Guide

Client Management: A Comprehensive Guide

Welcome to our Client Management tutorial. In this video, we'll guide you through the process of creating, viewing, editing, and deleting clients in our CRM system. Let's get started by navigating to the Clients section of the CRM system.

Step 1: Creating a Client.

1. Click on the 'Add Client' button to create a new client.

2. Fill in the required fields such as client name, contact information, company details, and any other necessary details.

3. Optionally, provide additional information about the client such as E-Invoice.

4. Click 'Save' to add the client to the system.

Step 2: Viewing Clients.

1. You'll see a list of all existing clients in Client View. Also you can view the Clients whose verification is pending under the ’Account Verification Pending’ view.

2. Click on a client's name to open a comprehensive module displaying multiple features and functionalities associated within the Client's section. It has followings sub-sections (tabs):

   • • Profile: Access a comprehensive overview of client details within the Profile tab. Review pertinent information such as contact details, company information, total projects, total earnings, due invoices, and visual charts illustrating projects and invoices.

     • Projects: Explore a variety of features in this section, including adding, editing, viewing, and deleting projects. You can also export project data in Excel format for further analysis and reporting. Each project comes with additional actions such as changing the status of the project, viewing in-depth project details, duplicating, accessing Gantt charts, public Gantt charts, public task boards, and archiving. Click on a project’s name to redirect you to a comprehensive ‘Projects’ module under ‘Work’ menu.

     • Invoices: Here, you can easily create, edit, view, and delete invoices. Additionally, you have the option to export invoice data in Excel format for further analysis and reporting. Each invoice provides additional actions such as viewing in-depth invoice details, downloading, viewing PDF, sending the invoice to the client's email, adding a shipping address, copying the payment link, viewing the payment page, and adding a credit note. Clicking on an invoice number redirects you to a comprehensive 'Invoices' module located under the 'Finance' menu, providing access to detailed financial information and management tools.

     • Estimates: Within the 'Estimates' section, you'll find a suite of tools to efficiently manage estimates for your clients. From this module, you can effortlessly create, edit, view, and delete estimates as needed. Furthermore, you have the flexibility to export estimate data in Excel format for further analysis and reporting. Each estimate offers additional functionalities, such as viewing detailed estimate information, copying public links, viewing public links, downloading, sending the estimate to the client's email, creating an invoice, canceling the estimate, and duplicating it for reuse. Additionally, clicking on an estimate number seamlessly redirects you to the comprehensive 'Estimates' module, conveniently located under the 'Finance' menu, ensuring streamlined estimation processes and enhanced financial management capabilities.

     • Credit Notes: Within the 'Credit Note' section, you'll find a comprehensive set of tools designed to streamline the management of credit notes. Here, you can easily view and manage credit notes according to your requirements. Whether you need to review, edit, or delete credit notes, this section offers intuitive functionalities to facilitate efficient management. Additionally, you have the flexibility to export credit note data in Excel format, enabling detailed analysis and reporting as needed. Each credit note provides additional features, including options to view, download, upload, edit, and delete, ensuring seamless handling of credit note transactions.

     • Payments: The Payments section offers comprehensive tools for managing payments associated with invoices. Here, you can record, edit, view, and delete payments as needed. Moreover, you can export payment data in Excel format and download the corresponding invoice in PDF format for thorough analysis and reporting.

     • Contacts: In this section, you can efficiently manage contacts associated with the client or company. You have the ability to add, edit, view, and delete contacts as required. Furthermore, the option to export contact data in Excel format is available for analysis and reporting purposes.

     • Documents: The Documents section provides a centralized location to manage all documents and files associated with the client or company. Here, you can easily upload, view, edit, and delete documents as needed

     • Notes: The Notes section provides a versatile platform for managing both public and private notes associated with the client or company. Create, edit, view, and delete notes seamlessly, ensuring a centralized repository for crucial information and observations. Private notes allow you to assign access to specific users, enhancing security. Additionally, export notes data in Excel format for comprehensive analysis and reporting, maintaining transparency and efficiency.

     • Tickets: The Tickets section serves as a comprehensive platform for managing all support tickets associated with the client or company. Here, you can efficiently create, track, prioritize, and resolve tickets to address customer inquiries, issues, or requests effectively. Additionally, you have the flexibility to define customized forms ‘Ticket Form’ to receive tickets from clients, ensuring that you capture all relevant information needed to provide timely and accurate assistance.

Step 3: Editing a Client.

1. Select the client you want to edit from the list.

2. Click on the 'Edit' button.

3. Update the necessary fields with the new information.

4. Click 'Save' to apply the changes to the client.

Step 4: Deleting a Client.

1. Select the client you want to delete from the list.

2. Click on the 'Delete' button.

3. Confirm the action when prompted.

4. The client will be permanently removed from the system.

Step 5: Importing Clients.

1. Click on the ‘Import’ button.

2. Follow the prompts to upload an Excel file containing client data.

3. Click ‘Upload and Move to the Next Step’

4. Map the fields from your file to the corresponding fields in the CRM system.

5. Click 'Submit' to add the client s to the system.

Step 6: Export Clients.

1. Click on the ‘Export’ button

2. Download the client data in an Excel file.

HR Management: A Step-by-Step Guide

A. Employees:

Welcome to our Employee Management tutorial. In this guide, we'll walk you through the process of creating, viewing, editing, and deleting employees in our HRM system. Let's get started by navigating to the Employees section of the HR Management system.

Step 1: Creating an Employee

1. Click on the 'Add Employee' button to create a new employee profile.

2. Fill in the required fields such as employee name, contact information, designation, department, and any other necessary details.

3. Optionally, provide additional information such as login allowed, email notification, hourly rate, skills , employment type etc.

4. Click 'Save' to add the employee to the system.

Step 2: Viewing Employees

1. In this section, you'll discover a comprehensive list of all current employees, complete with options for searching by employee name, designation, keywords, and advanced filters. Additionally, you have the flexibility to modify a user's role at any point.

2. Click on an employee's name/code to open a comprehensive module displaying multiple features and functionalities associated within the Employee's section. It has followings sub-sections (tabs).

   • • Profile: Access a comprehensive overview of employee details within the Profile tab. Review pertinent information such as Number of Open Tasks, Projects, Hours Logged & Tickets. Profile Info, Appreciation record, Reporting To, Reporting Team, Late Attendance count and Leaves Taken count. Visual charts for Tasks & Tickets.

     • Projects: Explore a variety of features in this section, including adding, editing, viewing, and deleting projects. You can also export project data in Excel format for further analysis and reporting. Each project comes with additional actions such as changing the status of the project, viewing in-depth project details, duplicating, accessing Gantt charts, public Gantt charts, public task boards, and archiving. Click on a project’s name to redirect you to a comprehensive ‘Projects’ module under ‘Work’ menu.

     • Tasks: Within this section, you can effortlessly manage tasks, with features for adding, editing, viewing, and deleting tasks, complemented by intuitive search filters for heightened productivity. Furthermore, you have the flexibility to export task data in Excel format for thorough analysis and reporting. Each task offers additional functionalities, such as modifying task status, accessing detailed task information, and duplicating tasks to streamline workflows. Clicking on a project’s name redirects you to a comprehensive ‘Tasks’ module under the ‘Work’ menu, where you can oversee Files, Sub Tasks, Comments, Timesheets, Notes, History, and mark task statuses as Completed.

     • Leaves: In this section, you can efficiently handle employee leave requests. You can easily add, edit, view, and delete leave entries, and utilize intuitive search filters for improved productivity. Additionally, the option to export leave data in Excel format enables comprehensive analysis and reporting.

     • Leaves Quota: In this section, you can seamlessly handle employee leave quotas. You'll find features for editing, and viewing leave quotas to boost productivity.

     • Timesheet: In this section, you can easily manage your timesheets, with options for adding, editing, viewing, and deleting entries. Take advantage of intuitive search filters to enhance productivity. Additionally, you can export timesheet data in Excel format for detailed analysis and reporting. Clicking on a task title, will show you to a task details on a popup modal, where you can oversee Files, Sub Tasks, Comments, Timesheets, Notes, History, and mark task statuses as Completed.

     • Documents: Access and manage all associated files and documents related to the Employee within the Documents tab. Upload (by clicking on ‘Add Files’ button), View (list & grid view), download, or delete files as needed to maintain organized and comprehensive employee documentation.

     • Emergency Contacts: The Employee ‘Emergency Contacts’ module offers a streamlined solution for managing essential emergency contact information. With easy-to-use features, employees can add, edit, view, and delete contacts as needed, ensuring their list is always up-to-date. Intuitive search filters further enhance productivity by allowing quick access to specific contacts.

     • Tickets: The Tickets section serves as a comprehensive platform for managing all support tickets associated with the employee. Here, you can efficiently create, track, prioritize, and resolve tickets to address customer inquiries, issues, or requests effectively. Additionally, you have the flexibility to define customized forms ‘Ticket Form’ to receive tickets from clients, ensuring that you capture all relevant information needed to provide timely and accurate assistance.

     • Appreciation: The Appreciation module provides a dedicated platform for acknowledging and recognizing the efforts of colleagues. Through user-friendly features, admin can easily add appreciative awards, fostering a positive and supportive work environment. With options to view, edit, and delete Appreciation.

     • Shift Roster: The Shift Roster module offers employees a convenient tool for managing their work schedules. With this feature, employees can easily view, edit, and organize their assigned shifts, ensuring clarity and efficiency in their work arrangements.

     • Permissions: The Permissions module provides users with comprehensive control over access rights and privileges within the system. Through this feature, administrators can easily configure and manage user permissions, defining who can view, edit, delete, or modify various modules and data within the platform.

     • Activity: The Activity module serves as a centralized repository for tracking user interactions and system events within the platform. Here, administrators can monitor and review a detailed log of user activities, including login/logout events, data modifications, and system updates. This feature provides valuable insights into user behavior and system performance, enhancing transparency, accountability, and security across the organization's workflow.

     • Immigration: The Immigration module provides a comprehensive solution for managing passport and visa information for employees. Here, HR administrators can efficiently oversee and update employee passport and visa details, ensuring compliance with immigration regulations. The module allows for easy addition, editing, and verification of passport and visa records, streamlining the process of maintaining accurate and up-to-date immigration documentation for employees.

Step 3: Editing Employee Details

1. Select the employee you want to edit from the list.

2. Click on the 'Edit' button next to the employee's name.

3. Update the necessary fields with the new information.

4. Click 'Save' to apply the changes to the employee's profile.

Step 4: Deleting an Employee

1. Select the employee you wish to remove from the list.

2. Click on the 'Delete' button next to the employee's name.

3. Confirm the action when prompted.

4. The employee will be permanently removed from the system.

Step 5: Inviting Employees

1. Invite by Email: Enter the email addresses of the employees you wish to invite, and send them an invitation to join the CRM system.

2. Invite by Link: Generate a unique invitation link and share it with employees to allow them to register and join the CRM system. You can choose either ‘Allow any email address’ or ‘Only allow email addresses with domain’ and click on ‘Create Link’ button. Copy the Invitation Link and share with your employees.

Step 6: Importing Employees

1. Click on the 'Import' button.

2. Follow the prompts to upload an Excel file containing employee data.

3. Map the fields from your file to the corresponding fields in the CRM system.

4. Click 'Submit' to add the employees to the system.

Step 7: Exporting Employees

1. Click on the 'Export' button.

2. Download the employee data in an Excel file for further analysis or reporting.

B. Leaves:

Welcome to our Leaves Management tutorial. This guide will help you navigate through the process of managing leaves within our HR Management system. From creating and viewing to editing and deleting leaves, we'll cover it all. Let's begin by accessing the Leaves section of the HR Management system.

Step 1: Adding Leaves:

1. Click on the 'New Leave' button.

2. Fill in required details such as type, start date, end date, and reason.

3. Optionally, provide additional information.

4. Click 'Save' to add the leave.

Step 2: Viewing Leaves:

1. Navigate to the Leaves section.

2. Explore a comprehensive list of current leaves in both table view and calendar view.

3. Easily access "My Leaves" section to view personal leave history and upcoming leaves.

4. Utilize search filters for specific results based on leave type, duration, and employee.

5. Modify leave details if needed directly from the list or calendar view.

Step 3: Editing Leave Details:

1. Select the leave to edit from the list.

2. Click on the 'Edit' button.

3. Update relevant fields with new information.

4. Click 'Save' to confirm changes.

Step 4: Deleting Leaves:

1. Choose the leave to remove.

2. Click on the 'Delete' button.

3. Confirm the action when prompted.

Step 5: Exporting Leaves:

1. Click on the 'Export' button.

2. Download the leave data in Excel format.

C. Shift Roaster:

Welcome to our Shift Roaster Management tutorial. This guide will help you navigate through the process of managing leaves within our HR Management system. From creating and viewing to editing and deleting leaves, we'll cover it all. Let's begin by accessing the Shift Roaster section of the HR Management system.

Step 1: Assign Bulk Shifts:

1. Navigate to the Shift Roster module and find the option to assign bulk shifts.

2. Choose the method to assign shifts: by Date, Multiple Dates, or Month.

3. Select the shifts to be assigned in bulk.

4. Specify the employees who will receive the assigned shifts.

5. Opt to send email notifications to the employees if desired.

6. Confirm the bulk shift assignment to apply the changes.

Step 2: Viewing Shifts:

1. Navigate to the Shift Roster module and toggle between the weekly and monthly views using the provided options.

2. Utilize the search function to filter shifts by Employee and/or Department.

3. In the weekly view, observe the shifts assigned to each employee for the selected week and navigate through the current, past, and future shift schedules by adjusting the weekly date range.

4. In the monthly view, gain an overview of shifts for the entire month and navigate through the current, past, and future shift schedules by changing the year and month.

Step 3: Edit Shifts:

1. Click on any shift displayed on the calendar against the respective employee.

2. Edit the shift details such as shift type, remark etc.

3. Save the changes to update the shift assignment.

Step 4: Delete Shifts:

1. Click on any shift displayed on the calendar against the respective employee.

2. Click on delete button to delete the selected shift.

Step 5: View Shift Change Requests:

1. Access the section dedicated to ‘shift change requests’ (hour glass icon).

2. Review the list of shift change requests raised by employees.

3. Click on each request to view details like the requested shift change and employee comments.

4. Approve or deny shift change requests as needed, with options to notify the employee accordingly.

Step 6: Exporting Shifts:

1. Click on the 'Export' button.

2. Download the shift data in Excel format.

D. Attendance:

Welcome to our Attendance Management tutorial. This guide will help you navigate through the process of managing attendances within our HR Management system. From creating and viewing to editing attendances, we'll cover it all. Let's begin by accessing the Attendance section of the HR Management system.

Step 1: Mark Attendance:

1. Access the "Mark Attendance" button to initiate the creation of new attendance records.

2. Utilize the Department dropdown menu to filter employee data by department.

3. Select one or multiple employees from the Employee dropdown list.

4. Choose to mark attendance by month or date, and the attendance for the selected employees will be updated accordingly.

5. Input any additional details as needed.

6. Click the 'Save' button to finalize and update the attendance data.

Step 2: Viewing Attendance:

1. Utilize the search bar to filter attendance records by Employee, Department, Designation, Month, and Year.

2. Summary View: Access a summary view of attendance records to get an overview of attendance patterns.

3. Attendance by Member View: View attendance records specific to individual employees for detailed analysis.

4. Attendance by Hour View: Analyze attendance data based on hours worked by accessing the "Attendance by Hour" view.

5. Click on the "☑️" button to view attendance data as needed.

Step 3: Editing Attendance Data:

1. Click on the "Edit" button represented by 'x' to modify attendance data as needed.

2. Update attendance records with accurate information, such as attendance status and hours worked.

3. Save the changes to ensure that the attendance data is updated accordingly.

Step 4: Importing Attendance.

1. Click on the ‘Import’ button.

2. Follow the prompts to upload an Excel file containing attendance data.

3. Click ‘Upload and Move to the Next Step’

4. Map the fields from your file to the corresponding fields in the Attendance system.

5. Click 'Submit' to add the attendance to the system.

Step 5: Export Attendance.

1. Click on the ‘Export’ button

2. Download the attendance data in an Excel file.

E. Holiday:

Welcome to our Holiday Management tutorial. This guide will help you navigate through the process of managing holidays within our HR Management system. From creating and viewing to editing holidays, we'll cover it all. Let's begin by accessing the Holiday section of the HR Management system.

Step 1: Adding Holidays:

1. Click on the “Add Holiday" button or on the empty date box on summary view to initiate the creation of new holiday records.

2. Select Date and enter the Occasion.

3. Click ‘Add’ text button to add multiple rows.

4. Click the 'Save' button to finalize and update the holiday data.

Step 2: Mark Default Holidays:

1. Click on the "Mark Default Holidays" button to begin creating multiple default holiday records for the current calendar year.

2. Select the Week name and enter the occasion, such as "Weekly Off."

3. Click the 'Save' button to confirm and update the default holiday data.

Step 3: Viewing Holidays:

1. Calendar View:

   • Navigate through holiday records using a calendar view, which offers month, week, day, and list formats.

   • For existing holidays, click on the filled date box to view details and access options to Edit or Delete.

   • Use the forward and backward buttons to search months and keywords.

2. Table View:

   • Access holiday records in a tabular format sorted by Month and Year.

   • Each record is accompanied by options to View, Edit, or Delete, along with an Export button to download the data.

Step 4: Editing Designation Data:

1. Click on the "Edit" button represented by 'x' to modify attendance data as needed.

2. Update attendance records with accurate information, such as attendance status and hours worked.

3. Save the changes to ensure that the attendance data is updated accordingly.

Step 5: Deleting Holiday Data:

1. Calendar View:

   • Go to the filled date box of the existing holiday.

   • Look for the Delete button associated with the selected holiday.

   • Confirm the deletion when prompted to remove the holiday record.

2. Table View:

   • Find the holiday record you want to delete in the tabular view.

   • Click on the Delete button corresponding to the holiday record.

   • Confirm the deletion when prompted to remove the holiday record effectively.

F. Designation:

Welcome to our Designation Management tutorial. This guide will help you navigate through the process of managing designations within our HR Management system. From creating and viewing to editing designations, we'll cover it all. Let's begin by accessing the Designation section of the HR Management system.

Step 1: Adding a New Designation:

1. Click on the 'Add Designation' button to initiate the process.

2. Enter Designation and select the Parent Designation, if needed.

3. click on the 'Save' button to save the new designation.

Step 2: Viewing Designation:

1. Table View:

   • Utilize the search feature to filter designations based on specific keywords.

   • To view existing designations, simply click on the designation name or the 'view' button to access its details.

   • From the table view, you'll have options to Edit or Delete designations as needed.

2. Hierarchy View:

   • In the hierarchy view, you have the flexibility to define the organizational structure by dragging and dropping available designations.

   • As you rearrange designations on the left-hand side, the graphical representation on the right-hand side dynamically updates to reflect the hierarchy changes.

Step 3: Editing Designation Details

1. Select the designation you want to edit from the list.

2. Click on the 'Edit' button next to the designation’s name.

3. Update the necessary fields with the new information.

4. Click 'Save' to apply the changes to the designation.

Step 4: Deleting a Designation

1. Select the designation you wish to remove from the list.

2. Click on the 'Delete' button next to the designation’s name.

3. Confirm the action when prompted.

4. The designation will be permanently removed from the system.

Step 5: Export Designation.

1. Click on the ‘Export’ button

2. Download the designation data in an Excel file.

G. Department:

Welcome to our Designation Management tutorial. In this guide, we'll walk you through the process of managing designations within our HR Management system. Let's start by accessing the Designation section.

Step 1: Adding a New Designation:

1. Click on the 'Add Designation' button.

2. Enter the designation and select the parent designation if needed.

3. Click 'Save' to create the new designation.

Step 2: Viewing Designation:

1. Table View:

   • Use the search feature to filter designations by keywords.

   • Simply click on the designation name or the 'view' button to see its details.

   • From the table view, you can Edit or Delete designations.

2. Hierarchy View:

   • Arrange designations by dragging and dropping them to define the organizational structure.

   • As you rearrange designations, the graphical representation updates in real-time.

Step 3: Editing Designation Details:

1. Select the designation from the list.

2. Click 'Edit' next to the designation's name.

3. Update the necessary fields.

4. Click 'Save' to apply the changes.

Step 4: Deleting a Designation:

1. Choose the designation from the list.

2. Click 'Delete' next to the designation's name.

3. Confirm the action when prompted.

Step 5: Export Designation:

1. Click on the 'Export' button.

2. Download the designation data in an Excel file for further use.

H. Appreciation:

Welcome to our Appreciation Management tutorial. In this guide, we'll take you through the process of managing ‘appreciations’ & ‘awards’ within our HR Management system. Let's begin by accessing the Appreciation section.

• Appreciation (default view):

Step 1: Adding a New Appreciation:

• • • 1. Click on the 'Add Appreciation' button.

      2. Choose the award category, employee name, date given and enter the other appreciation details.

      3. To add an award, click the ‘Add’ button next to the Award dropdown.

      4. Click 'Save' to create the new appreciation.

Step 2: Viewing Appreciations:

• • • 1. Utilize the search feature to filter appreciations by keywords.

      2. Simply click on the 'view' button to access its details.

      3. From the appreciation view, you can Edit or Delete appreciation.

Step 3: Editing Appreciation Details:

• • • 1. Select the appreciation from the list.

      2. Click 'Edit' next to the appreciation's name.

      3. Update the necessary fields.

      4. Click 'Save' to apply the changes.

Step 4: Deleting an Appreciation:

• • • 1. Choose the appreciation from the list.

      2. Click 'Delete' next to the appreciation's name.

      3. Confirm the action when prompted.

Step 5: Export Appreciation:

• • • 1. Click on the 'Export' button.

      2. Download the appreciation data in an Excel file for further use.

• Award:

Step 1: Adding a New Award:

• • • 1. Click on the 'Add Award' button.

      2. Enter Title, choose the award icon, icon background colour and summary details.

      3. Click 'Save' to create the new appreciation.

Step 2: Viewing Awards:

• • • 1. Utilize the search feature to filter awards by keywords and status.

      2. Easily change the status as needed.

      3. Simply click on the 'view' button to access detailed information about the award.

      4. From the award view, you can choose to Edit or Delete the award.

Step 3: Editing Award Details:

• • • 1. Select the award from the list.

      2. Click 'Edit' next to the award's name.

      3. Update the necessary fields.

      4. Click 'Save' to apply the changes.

Step 4: Deleting an Award:

• • • 1. Choose the award from the list.

      2. Click 'Delete' next to the award's name.

      3. Confirm the action when prompted.

Step 5: Export Award:

• • • 1. Click on the 'Export' button.

      2. Download the award data in an Excel file for further use.

Work Management: A Step-by-Step Guide

A. Contracts:

Welcome to our Contract Management tutorial. In this guide, we'll walk you through the process of creating, viewing, editing, and deleting contracts in our HRM system. Let's get started by navigating to the Contracts section of the HR Management system.

Step 1: Creating a Contract

1. Click on the 'Add Contract' button to create a new contract.

2. Fill in the required fields such as contract number, subject/title, contact type, start date, end date, contract value, client details and any other necessary details.

3. Click 'Save' to add the contract to the system.

Step 2: Viewing Contracts

1. In this section, you'll discover a comprehensive list of all current contracts, complete with options for searching by duration, client, contract type, and keywords.

2. Click on contract id or subject name or ‘view’ button to open a comprehensive module displaying multiple features and functionalities associated within the Contract's section. It has followings sub-sections (tabs).

   • • Summary: Upon accessing the Contract Summary module, you will find an overview of key details related to the contract. This includes essential information such as contract name, parties involved, start and end dates, and any other pertinent terms. On clicking ‘Action’ button, you will have options like public link for sharing, copying contract for replication, adding company signature, editing downloading, and deleting contract.

     • Discussion: The discussion section within the contract facilitates interactive communication and collaboration on contract details and terms. Users can seamlessly create, edit, view, and delete comments, ensuring a centralized repository for important discussions related to the contract.

     • Contract Files: Access and manage all associated files and documents related to the contract within the Contract Files tab. Upload (by clicking on ‘Add Files’ button), View (list & grid view), download, or delete files as needed to maintain organized and comprehensive lead documentation.

     • Contract renewal history:

3. Effortlessly navigate contract like viewing, company signature, sharing public links, copy contract, downloading, editing and deleting contract.

Step 3: Editing Contract Details

1. Select the contract you want to edit from the list.

2. Click on the 'Edit' button next to the contract's name.

3. Update the necessary fields with the new information.

4. Click 'Save' to apply the changes to the contract.

Step 4: Deleting a Contract

1. Choose the contract you wish to remove from the list.

2. Click on the 'Delete' button next to the contract's name.

3. Confirm the action when prompted.

4. The contract will be permanently removed from the system.

Step 5: Contract Template

• 1. Creating a New Contract Template

     • • Click on the 'Add Contract Template' button to initiate the creation of a new contract template.

       • Fill in the required fields such as subject name, contract type, contract value, and any other necessary details.

       • To add a Contract Type, click the ‘Add’ button next to the Contract Type dropdown.

       • Click 'Save' to create the new contract template.

  2. Viewing Contract Templates

     • • Explore a list of all existing contract templates, with options for searching by template’s subject name.

       • Click on the template’s subject name or ‘view’ button to view its details.

  3. Editing Contract Template Details

     • • Click on the 'Edit' button next to the template's name.

       • Update the necessary fields with the new information.

       • Click 'Save' to apply the changes to the contract template.

  4. Deleting a Contract Template

     • • Choose the contract template you wish to remove from the list.

       • Click on the 'Delete' button next to the template’s subject name.

       • Confirm the action when prompted.

       • The contract template will be permanently removed from the system.

  5. Creating a Contract

     • Click on the 'Create Contract' button next to the template’s subject name..

     • Fill in the required fields such as contract number, subject/title, contact type, start date, end date, contract value, client details and any other necessary details.

     • Click 'Save' to add the contract to the system.

Step 7: Exporting Employees

1. Click on the 'Export' button.

2. Download the contract data in an Excel file for further analysis or reporting.

B. Projects:

Welcome to our Projects Management tutorial. In this guide, we'll navigate you through the process of creating, viewing, editing, and deleting projects within our project management system. Let's begin by accessing the Projects section of the system.

Step 1: Creating a Project

1. Click on the 'Add Project' button to initiate the creation of a new project.

2. Fill in the required project details, including project’s short code, project name, description, client information, start date, end date, and project members.

3. Optionally, provide additional project information.

4. Click 'Save' to add the project to the system.

Step 2: Viewing Projects

1. In this section, you'll find a list of all existing projects, displayed either in Project (Table) View, Archive, Pinner or Calendar View format.

2. Utilize date range filters, status, progress in %, keyword search, and advanced filter options to locate specific projects.

3. Click on a project's code, project's name, or ‘view’ button to access detailed project information, including various sub-sections (tabs).

   • • Overview: Upon accessing the Contract Summary module, you will find an overview of key details related to the contract. This includes essential information such as contract name, parties involved, start and end dates, and any other pertinent terms. On clicking ‘Action’ button, you will have options like public link for sharing, copying contract for replication, adding company signature, editing downloading, and deleting contract.

     • Discussion: The discussion section within the contract facilitates interactive communication and collaboration on contract details and terms. Users can seamlessly create, edit, view, and delete comments, ensuring a centralized repository for important discussions related to the contract.

     • Contract Files: Access and manage all associated files and documents related to the contract within the Contract Files tab. Upload (by clicking on ‘Add Files’ button), View (list & grid view), download, or delete files as needed to maintain organized and comprehensive lead documentation.

     • Contract renewal history:

4. Effortlessly navigate contract like viewing, company signature, sharing public links, copy contract, downloading, editing and deleting contract.

Step 3: Editing Contract Details

1. Select the contract you want to edit from the list.

2. Click on the 'Edit' button next to the contract's name.

3. Update the necessary fields with the new information.

4. Click 'Save' to apply the changes to the contract.

Step 4: Deleting a Contract

1. Choose the contract you wish to remove from the list.

2. Click on the 'Delete' button next to the contract's name.

3. Confirm the action when prompted.

4. The contract will be permanently removed from the system.

Step 5: Contract Template

• 1. Creating a New Contract Template

     • • Click on the 'Add Contract Template' button to initiate the creation of a new contract template.

       • Fill in the required fields such as subject name, contract type, contract value, and any other necessary details.

       • To add a Contract Type, click the ‘Add’ button next to the Contract Type dropdown.

       • Click 'Save' to create the new contract template.

  2. Viewing Contract Templates

     • • Explore a list of all existing contract templates, with options for searching by template’s subject name.

       • Click on the template’s subject name or ‘view’ button to view its details.

  3. Editing Contract Template Details

     • • Click on the 'Edit' button next to the template's name.

       • Update the necessary fields with the new information.

       • Click 'Save' to apply the changes to the contract template.

  4. Deleting a Contract Template

     • • Choose the contract template you wish to remove from the list.

       • Click on the 'Delete' button next to the template’s subject name.

       • Confirm the action when prompted.

       • The contract template will be permanently removed from the system.

  5. Creating a Contract

     • Click on the 'Create Contract' button next to the template’s subject name..

     • Fill in the required fields such as contract number, subject/title, contact type, start date, end date, contract value, client details and any other necessary details.

     • Click 'Save' to add the contract to the system.

Step 7: Exporting Employees

1. Click on the 'Export' button.

2. Download the contract data in an Excel file for further analysis or reporting.