Navigating around My-CRM

Access to all the modules in My-CRM is done by selecting the module either on the toolbar at the top of the home page

or by selecting the module from the "View" drop down menu

Home Page

The home page provides you with a quick overview of your current activities well as showing you how well you have performed over the last 6 months and what potential future business you expect to receive. This view is an overview of your working day showing the current users outstanding diary events, tasks, opportunities, projects and outstanding invoices.

Please note. All Menu Bar items on the left of the screen are available at any time from the drop down menu.

Customers

Click on the "Customers" button on the toolbar to be presented with the following view.

On the left of the view you can see the menu bar with a number of selections

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