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 access dashboard at any time through the icon . You can also upgrade or close your account right on the dashboard.
CONTACT ORGANIZATION - This function will assist you to promptly communicate or write an email to the organization management. You can access it at any time through the icon
ORGANIZATION SETTINGS - Input your organization details like name, contacts, logo etc.They will display in header, footer and documents like cases, donation, payroll etc.
WEBSITE SETTINGS is where you configure your website information and layout.
For other settings, you can manage sms settings and information, buy SMS credits and manage users; add, edit or delete a system user. Remember that staff user login details are added automatically once you create a new staff profile. For GROUPS settings, you can add, edit and delete groups. Settings are used to customize the system.
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.
PROJECTS - Add, edit or delete the details of each project in the system.
EXPENSES - Management of expenses and pettycash.
MEMBERS - The list of active and inactive members. Select the Member Group and click VIEW LIST to view. On the list, click VIEW, and you will be redirected to the member profile. You can also add a new member details using the NEW MEMBER link.
STAFF - The list of all staff. If you click VIEW STAFF, you will be redirected to the staff profile. VOLUNTEERS will shows the list of volunteers and interns. The NEW STAFF feature is for entering new staff details.
DONORS - The list of all donors. If you click VIEW, you will be redirected to the donor profile. The NEW DONOR feature is for entering new donor details.
REPORT - These are reports that present organization information in other various ways.
DATA - Here, you can mass/bulk import Members, staff and donors data. You can also create/Restore your database backup. You can also Delete like members, staff and donor profiles and also close/delete the entire account.
LOGOUT - The red icon at top right, before the date, is for Logging out of N.INSYS
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 member's, staff's or donor'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.
Note: You can access the above system Settings from DASHBOARD button/icon at top right of very page.