How to allocate customer’s service to resource in customer’s module in ERPCA?

  The recurring services tagged with the client can be allocated to a resource which will be assigned to him after the task gets initiated every time. This video will help you to understand how from customer module you can...

  Customer module provides the option to generate the list of customer filtered by department, constitution, group, branch etc. On Same page you can get the list of inactive customer's and able to update customer's data like PAN No, GST...

  Automation in ERPCA is one of the most important feature. Compliances which occur monthly and periodically can be termed as recurring task.Once the workcatecory is defined as recurring by mentioning the due the date the task gets created automatically....

  ERPCA provides the option to import customer data in bulk.The detailed or minmal version template can be downloaded from the import customer tab. Fill the database as per your requirement and upload the same by the selecting the corrresponding...

  You can view the whole customer directory by adding them manually one by one in ERPCA. Adding them manually requires all the mandatory data regarding the client. Before clicking on submit, you can enable his profile(activate), enabe the portal/mobile...

  Every user profile has an action drop down button with option to delete the user. After selecting delete user system will give the option to transfer his data/tasks (Wip,Closed,Overdue) to another user through a single click. There is also...

  ERPCA provides the option to appoint a dedicated resource for a customer who will look after all the tasks of the corresponding client. Multiple customers can be assigned to single resource where he/she will become the Account Manager for...

  In this video you will come to know that if you try to log in into mobile app from some another device/or do multiple login logout, system will lock the device and will not allow you to do that...

  Rather than adding the user manually one by one you can import the whole set of users in bulk by downloading the excel template and import the same into ERPCA. There are some mandatory columns and reporting to and...

  Every user profile has an action drop down button with option to reset the password. The admin has the right to reset password from his login-both automatic generation as well as manual creation of a new password. This video...