SETTINGS & REPORTS
DASHBOARD - Dashboard holds the settings menu and summary information on the system. You can also identify pending notices and actions and act on them right on the dashboard. You can also upgrade or close your account right on the dashboard.
LOGOUT - This red icon is displayed at top right of every page, and is used to Log out of INSYS
SETTINGS - Input your organization details like name, contacts, logo etc. They will display in header, footer and reports.
WEBSITE BUILDER is where you configure your website information, content and layout.
USERS for managing users i.e adding, editing or deleting a system user
SMS for setting SMS gateway details and viewing/buying sms credits transactions.
OTHERS are class-settings for inputing Types, Categories etc.
You can categorize your Clients, Staff and Suppliers geographically, by status, age group etc. You can also configure various class types on the system as follows:
- Client Types - Active, Inactive, Prospects
- Staff Types - Permanent, Contract, Casual, Intern
- Supplier Types - Active, Inactive, Suspended, Pending
- Paymode - Mobile, Cash, Bank, Paypal, Credit Card, Debit Card, Cheque
Products Management is where you add, edit, delete product or service.
MESSAGING - The messaging center provide settings, buy credit link and how you could message Clients, Staff or suppliers, and even Managers and system admin. You can do so via Email or SMS.
EXPENSES - Management of expenses and pettycash.
Clients - The list of active and inactive Clients and prospects. Select the Clients Type and click VIEW LIST to view. On the list, click View Clients, and you will be redirected to the Clients profile. You can also add a new Clients details using the New Clients link. The PROSPECTING TOOL assist you to manage your prospects. Once they become Clients, you will just edit their profile Status and change it from Prospect to Active Clients.
ASSETS - Management of the assets in the organizations.
LOANS - Management of the loans that have been acquired by the organizations.
STAFF - The list of all staff. The NEW STAFF feature is for entering new staff details. If you click VIEW STAFF, you will be redirected to the staff profile.
SUPPLIERS - The list of all suppliers. The NEW SUPPLIER feature is for entering new supplier details. If you click VIEW SUPPLIER, you will be redirected to the supplier profile.
REPORT - These are reports that present organization information in other various ways.
DATA - Here, you can mass/bulk import Clients, staff and supplier data. You can also create/Restore your database backup. You can also Delete like Clients, staff and suppliers profiles and also close/delete the entire account.
CONTACT SYSTEM ADMIN: In case you have system issues or you would like technical issues solved on the system, use this function. Its located at the footer of each page as Report.
SEARCH: If you need to navigate into a Clients's, staff's or supplier's profile, just select the user category, type in the name or phone and then click search. The search box is found at top left of every page on the system.
USERS RIGHTS - Different users have different rights:
- Admin has all the rights to view, create, edit and delete any data (clients, suppliers, staff) in the system.
- Manager has the right on view, create and edit any data on clients and suppliers (not staff), but cannot delete.
- Supervisor has the right on view and create data on clients only, but cannot edit or delete.
- Staff has the right on view of data on own profile only.
UPGRADE - Use this function if you have run out of space/quota on the system and you would like to add some space.