your Work Center has not already been configured for you then configuring your
Work Center can be done easily through drag and drop functionality built into
example below show the Work Center in design mode when it has not been
configured. To access the Design Mode click the design icon found in the lower left hand corner of
the main window you see when you log in to Tradepoint.
of the icons labeled Process, Tasks, and Sales have different controls within
that group that you can choose to be in your Work Center by dragging them onto
the grayed out screen and dropping them where you would like them to
includes three sets of functions grouped together. They are shown in the example
above. 'Find' includes all the searching tools you need to search for anything
in Tradepoint. Work Flow is a series of tools allowing you to generate open
orders, Quotes, Invoices, Call Logs which you then assign contact information to
after the fact and tools to generate new contacts.
- Tasks includes
a set of functions that can be dragged and dropped onto the grayed out part of
the window. The icons included under the Tasks icon will be shown in the left side of the
screen the same way the Process icons are shown in the example above.
Sales icon includes Sales Forecasts and built into
the group of drag and drop controls. This is a graphic visual of the Open
opportunities tool ideal for Sales Managers or CEO's looking to have an over
view of all sales activity.
Accounting - View any incomplete Invoices or
Bills as the occur within your Company. Go directly to that Bill or Invoice by
clicking on any one that is listed in this section of your Work Center
Appointments - Your Daily appointments can be viewed
here at a glance. New Appointments can also be created directly from your Work
Once you have configured your Work Center you can redesign
your Work Center can be adjusted or redesigned by clicking the Design icon to
access Design mode. When you are in Design mode icons and groups of icons can be
dragged from the main window back into the tool bar on the left of the window so
you can start again. They will automatically be associated with the correct
group of icons so you can adjust or start over and redesign the controls of your
Some of the tools such as Appointments will have fields that
you can adjust or remove within the tool. Simply right click on that section to
open the Column Chooser. Drag and Drop any of the fields from the tool into the
Column Chooser or vice-versa.
Closing the Column Chooser will save your changes