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Home

Click the Home icon from the menu to display the Home page.

Late additions (click here or scroll to bottom for details)

The following functions/features are late additions.

  • Data visualization
  • Quick note
  • Forward/back day scrolling

Home page

The Home page is a personalized view of your day. 

Action tabs:

Click the [Information] tab to view current information. Review the information area to see appointments, messages, to do items, etc. and to quickly jump to any of those modules. 

Click the icons beside the line items to provide immediate access to a list view of those items specific. Under the "Appointments for today:" is a list of your day's appointments. Click on any row item to display that appointment in the calendar

Get a personalized view of any other day by changing the reference date and clicking [Refresh all items].

Clear up any unassigned email imports by clicking the row "email import(s)". For example:

Click [Hot!] to view and select any of the hot items. Hot items are created in specific modules and are used for quick access to top-of-the-list items.

View the "Offset from GMT" to confirm your time zone. 

Click [Time zone] to examine the time zone settings. If you are away from your normal home time zone and want to book appointments in your home time zone, adjust the area:

Click [Preferences] to set preferences, charge rates and other information.

A Language choice must be made. You will be reminded before you can move onto other modules.

Group Scheduling:

Click the [Grp scheduling] tab and see the instructions ("To be included...") on the form. You need to set up a contact record for yourself, then return to the Home Page > Preferences and select [Get my contact info] to locate that contact record and place the information into the Group Scheduling area.

Email addresses:

Click [EMail info] to set up the email addresses used by the email server, the email module and the desktop's email synchronization module, QSync. Click here for more information on setting up email addresses for synchronization.

For emailing, your hosting server may require a Primary EMail address and a Primary Email password. Check with your administrator or your host.

Although you can enter several emails (used by QSync to decide which email addresses to sync into the central database), the Primary one is the one that MUST match the email set up in your host's email server manager. Further, the Primary EMail password must also match that password in the email server manager.

In the 'My EMail Address box, enter an email address, then click [Add above to list below] to include it in the list.

To enter your password, click [Change/check password] enter your Primary email password. To test, click [Compare]. Otherwise, click [Update password].

To make any email in the 'My EMail Addresses' list the Primary Email, click [Make primary].

Always click [Save information].

Enter all the emails addresses that you use that you want synced into the central database. 

QSync will look at all your Outlook inbox and sent emails and, if they are to (inbox) or from (sent items) any of those emails, they will be evaluated for syncing into the central database. 

My Bcc Address:

Enter an email address that the email module will use to send a copy of emails to your desktop Outlook application. 

How Bcc works: You will see this section in the email module (in Actions/Activities): 

Note the section:

This is taken from the Home page's [EMail info] section:

Whenever an email is sent, if the checkbox beside "Sync>Outlook" is selected, a copy of the email will be sent to your Outlook inbox.

Click [Authorizations] to empower other users to access and set emails for your calendar.

Click [Grp scheduling] to display the Preferences tab again, so that you can complete the Group Scheduling section.

At a glance

This is a fixed list of reports. When run, the selected report will be filtered to show only information specific to you. Select the report from the drop down list, select the display option and click [Display the report].

Late additions

Data visualization - Data Visualization is available to display several of the quick view items on your Home page:

Quick note - click the [Quick note] button to pop up the quick note action window. Click here for more information.

Forward/back day scrolling - scrolling through next/previous days with calendar lookup