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How to View Your Company Overview

Prerequisites: None Alternatives: None See Also: None

This screen provides a quick reference tally for the events occurring in Accounting, Customer Resource Management (CRM) and Projects for your company. It is a quick way of looking at a number of milestones for each of these areas.

This screen provides search features by date range.

  1. From the main menu click and expand Admin > click on Company Overview to open the company overview screen.
  2. Select the Company you want to see the overview of from the dropdown. (Multi company)
  3. You can select the time and date range and press the Go button to filter on the filter.
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