N.INSYS HELP & DOCUMENTATION PAGE | Dashboard

SETTINGS & REPORTS

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.
MEMBER INFORMATION

MEMBER INFORMATION MANAGEMENT

BIO PROFILE - View the member bio information. You can also edit the information through EDIT link.
DOCS - This is a document repository. You can upload or delete documents related to the individual member.
GROUP MEMBERS - This is a list of all members who belong to the same group as the member on view.
CASES - This is a list of all the cases, case comments and funding raised for the specific member. Click NEW CASE to create a new case. Click VIEW to display, print, send a specific case. Click COMMENT if you want to comment or upload report on the case. Click FUND if you want to allocate funds to the case. You can remove specific case using the DELETE button. COMMENTS is a list of all comments, activities and reports recorded on the case. FUNDING is a list of all funds allocated to the case. You can also access, print or send your Statement through the STATEMENT link.
NOTES - This is a list of notes/comments that you record about the member. They are used to provide more information about the member for use by the staff or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the members. Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific member. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific member. You can VIEW, SEND and DELETE messages on this page.

Note: On VIEW CASE footer, you can click Save as PDF to save it into your computer in pdf format or Send to send it to member's email immediately; the member, can then save as pdf to his computer or print it.
DONOR INFORMATION

DONOR INFORMATION MANAGEMENT

BIO PROFILE - VIEW and EDIT the donor bio information.
DOCS - This is a document repository. You can upload or delete documents related to the specific donor.
DONOR FUNDING - This is a list of all donations made by the specific donor. Click view to display details of each individual donation. You can also view, save to PDF, print and send the STATEMENT of donations and their allocations to the donor.
NOTES - This is a list of notes/comments that you record about the donor. They are used to provide more information about the donor for use by the staff or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the donors. Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific donor. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific donor. You can VIEW, SEND and DELETE messages on this page.

Note: On each VIEW, at the footer, you can click Save as PDF to save it into your computer in pdf format or Send to send it to supplier's email immediately; the supplier, can then save as pdf to his computer or print it.
STAFF INFORMATION

STAFF INFORMATION MANAGEMENT

BIO PROFILE - VIEW and EDIT the staff bio information. The STAFF ID displays the job identification card; you can print and laminate it.
DOCS - This is a document repository. You can upload or delete documents related to the specific staff.
PAYMENTS - Click PAY to make salary payment and ALLOWANCES to record the declared allowances. Click VIEW to display payslips, MANAGE to delete payment records and DELETE to remove payslips.
LEAVES - APPLY, Edit and VIEW staff leave.
NOTES - This is a list of notes/comments and performance appraisals that you record about the staff. They are used to provide more information about the staff for use by the management or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the staff. Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific staff. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific staff. You can VIEW, SEND and DELETE messages on this page.

Note: On each VIEW, at the footer, you can click Save as PDF to save it into your computer in pdf format or Send to send it to supplier's email immediately; the staff, can then save as pdf to his computer or print it.