Accolent ERP automatically stores 30 days of database snapshots at all times. From these database snapshots, we can restore a user’s database as of any date in the preceding 30 days. In addition, Accolent ERP allows a user to create and keep additional backups beyond these 30 days of snapshots. All user created backups are […]
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Creating CRM Calendar Tasks
Accolent ERP includes the ability to create Calendar Tasks that can be linked to a Company Type (Customer, Prospect or Other) as well as a Contact and a Deal. Once created, Calendar Tasks will be displayed on the user’s calendar by date and time and can be edited as needed. In addition, a user can […]
Shortcuts and Favorites Header Toolbar
Accolent ERP includes Shortcuts and Favorites which are links that can substantially speed up navigation within the system to different menu options. The Shortcuts and Favorites options are accessed from a header toolbar that is available from all screens throughout the application. Header Toolbar On all screens throughout the application, a header toolbar is available […]