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Web-based (SaaS) Simple-ERP solution | KPI.com

UK) 44 (0) 207 096 1245. US) 1 646 844 33 30. UAE) 971 4 424 3033. Top Four Reasons to Use KPI E…. Posted on September 3, 2012. 7 Steps for Successful CRM St…. Posted on May 30, 2013. We Have Integrated with Elavo…. Posted on February 10, 2014. Head to Head: Metrics vs KPIs. Posted on September 10, 2012. Learn How the Reporting Syste…. Posted on July 8, 2013. Inventory control and multi-w…. Posted on February 21, 2014. July 2015 System Upgrades. On 17 July 2015 by Sanat. System Enhancements for June 2015.

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UK) 44 (0) 207 096 1245. US) 1 646 844 33 30. UAE) 971 4 424 3033. Top Four Reasons to Use KPI E…. Posted on September 3, 2012. 7 Steps for Successful CRM St…. Posted on May 30, 2013. We Have Integrated with Elavo…. Posted on February 10, 2014. Head to Head: Metrics vs KPIs. Posted on September 10, 2012. Learn How the Reporting Syste…. Posted on July 8, 2013. Inventory control and multi-w…. Posted on February 21, 2014. July 2015 System Upgrades. On 17 July 2015 by Sanat. System Enhancements for June 2015.

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Web-based (SaaS) Simple-ERP solution | KPI.com | blog.kpi.com Reviews

https://blog.kpi.com

UK) 44 (0) 207 096 1245. US) 1 646 844 33 30. UAE) 971 4 424 3033. Top Four Reasons to Use KPI E…. Posted on September 3, 2012. 7 Steps for Successful CRM St…. Posted on May 30, 2013. We Have Integrated with Elavo…. Posted on February 10, 2014. Head to Head: Metrics vs KPIs. Posted on September 10, 2012. Learn How the Reporting Syste…. Posted on July 8, 2013. Inventory control and multi-w…. Posted on February 21, 2014. July 2015 System Upgrades. On 17 July 2015 by Sanat. System Enhancements for June 2015.

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wiki.kpi.com

Edit Task | Kpi.com

https://wiki.kpi.com/document/task-management/edit-task

44 (0) 207 096 1245. Customer Relationship Management (CRM). There are two ways of editing tasks. First is through the actions dropdown in Task listing. Second is from Task Summary page using Edit subsection. In Task Edit form, you can change the task details like Number, Name, Description, Start/End dates, Status and others. Import tasks from MS-project. Leads, Opportunities and Cases. Synchronize with Google Contacts. How to add Sales Quote. How to convert Sales Quote to Order, Invoice and Project.

wiki.kpi.com

Timesheet | Kpi.com

https://wiki.kpi.com/document/timesheet/timesheet

44 (0) 207 096 1245. Customer Relationship Management (CRM). Reflects the time entries of projects and tasks. Timesheet calendar navigation lets you easily jump to the exact day/time period. The actual and planned time spent feature allows comparing the time limits assigned for the exact project and task. The Actual Time shows the time entries for the particular week and month, whereas the. Ime shows the employee timeslot hours per week and month. Submit the Timesheet for Approval. Status of Time Hours.

wiki.kpi.com

Create Task | Kpi.com

https://wiki.kpi.com/document/task-management/create-task

44 (0) 207 096 1245. Customer Relationship Management (CRM). Is an activity based on a certain project that needs to be completed within a specified period of time. To create tasks, go to the PM. Section and click the Add New. And fill out the form with the task details. Tasks are related to certain projects. The system has 2 default projects: CRM Tasks. And Non-project related hours. Is the default project for CRM activities. All tasks created from the CRM. Section will be saved under this project.

wiki.kpi.com

Recurring task | Kpi.com

https://wiki.kpi.com/document/task-management/recurring-task

44 (0) 207 096 1245. Customer Relationship Management (CRM). A recurring task is a project-related task that can repeat at regular intervals (such as daily, weekly, monthly etc) and always have the same duration and attributes. For example, you might define the daily project progress meeting as a recurring task. To create a recurring task in kpi system c lick on the. On Add task form. It will show different recurrence options:. Import tasks from MS-project. Leads, Opportunities and Cases. Add New Non-Inv...

wiki.kpi.com

Meeting Minutes | Kpi.com

https://wiki.kpi.com/document/my-workspace/meeting_minutes

44 (0) 207 096 1245. Customer Relationship Management (CRM). The Meeting Minutes is available in the Workspace section. It is enabled to customers based on their request. Using the Meeting Minutes, you can record the details of the meetings held in your company. To add a meeting, click on the Add Meeting button on top of the page and fill in the form. You can specify employees who attended the meeting and those who were absent. You can also create several agendas by clicking Add New Agenda link. FIFO met...

wiki.kpi.com

Task Summary | Kpi.com

https://wiki.kpi.com/document/task-management/task-summary

44 (0) 207 096 1245. Customer Relationship Management (CRM). This page shows the overall summary of task details. If you have approved hours, you will be able to compare the actual time spent on a task to the estimated time in the Task Summary. In the Task Summary. You will see each assignee’s actual time spent on the same task. You can get the PDF version of the task summary. You can also see the links and updates of employees regarding the task. The percentage completed will become 100%. Estimated cost...

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Web-based (SaaS) Simple-ERP solution | KPI.com

UK) 44 (0) 207 096 1245. US) 1 646 844 33 30. UAE) 971 4 424 3033. Top Four Reasons to Use KPI E…. Posted on September 3, 2012. 7 Steps for Successful CRM St…. Posted on May 30, 2013. We Have Integrated with Elavo…. Posted on February 10, 2014. Head to Head: Metrics vs KPIs. Posted on September 10, 2012. Learn How the Reporting Syste…. Posted on July 8, 2013. Inventory control and multi-w…. Posted on February 21, 2014. July 2015 System Upgrades. On 17 July 2015 by Sanat. System Enhancements for June 2015.

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