“Simple Business” Version 1.7. - A simple agent becomes even more convenient for managing your business.
Introducing the new version of the complex “Simple Business” 1.7., Which will make your work even more productive. We have implemented the following useful options: “Accounting for payments”, “Websites”, “Import contacts”, “Do you know?”. For professional users and organizations, new icons have appeared. Also introduced a mechanism for printing from universal tables. In addition to the basic functions, many other changes were made for even faster and more convenient work.
1. With the tool "Accounting for payments" will be much easier to control the payment of bills
With the help of a new payment mechanism for an account, a user who is available for payment through a bank, but all tasks in the “Simple Agent” are unavailable, can fix payment on the account.
To put down the payment on the account the user must have the appropriate access (Payment) in the organization.
To launch “Payments Accounting”, select the “Launch” tab in the main program window in the “Tools” section. After launch, a window appears in which the user can fill in all the payment information (the payment is added to the specified account).
2. Manage your site directly from Simple Business using the Websites tool.
In version 1.7. A window of sites has appeared, allowing you to quickly create your own corporate website or launch an already existing Internet resource.
The user can create a site if he is the owner or administrator of the organization. You can also create a website in your personal projects with activated “Professional User” tariff.
To create a website, select the “Launch” tab in the main program window in the “Websites” section. After clicking, a window of websites will appear with a list of existing websites, as well as a paragraph for creating a new website.
3. Collect all contacts in “Simple Business” using the “Import Contacts” tool
The new version of the program has a convenient option “Import contacts”, with which you can transfer contacts to “Simple Agent” from * .xls, * .xlsx, * .csv, * .vcf, and Microsoft Outlook programs.
Imported data is saved in the “Contacts” tab.
To load contacts, select the “Contacts” tab of the main program window and click “Import contacts” in the context menu. Next you need to select the format of the file with contacts. For files of the * .xls, * .xlsx, * .csv format, the data is displayed in a table. When selecting files of the * .vcf format or transferring data from Microsoft Outlook, a list of downloaded contacts is displayed in the import window.
Now you can collect all contacts in a single database in “Simple Business”!
4. Tool “Do you know?” Will show the possibilities of the program with the help of video tutorials
The “Do you know?” Tool is a set of interesting video lessons, thanks to which the user can easily and quickly learn the functions of the Simple Business complex, as well as increase the efficiency of his work in the program (more than 40 videos).
When launching “Do you know?”, A training video is shown telling about one of the program options.
The window “Do you know?” Automatically starts when the complex is installed on the computer and when the complex is started (if this feature has not been disabled in the settings). You can also start video tutorials from the Tools group in the Launch tab.
5. Printing from universal tables using document templates
Now you can print a universal table using a standard template or created by you. You can print as all the displayed records, and the currently selected record.
The new version also included the following changes:
- added the section “My Conferences” to the video conferencing window, which displays a list of video conferences in which the current user can participate;
- the theme component has been updated (the default theme is set to “WEB” with shadows);
- new icons for professional organizations and users have appeared:
- professional user icon;
- icon of professional organization;
as well as more than 80 changes and improvements in other details of the functioning of the program.
We are constantly working to create new functions of the “Simple Business” system, which will help improve the efficiency of business processes in your organization. If you have interesting ideas for improving the program, share them with our developers on the website “Simple Business” ! Your ideas will help us make “Simple Business” even more convenient!
1. With the tool "Accounting for payments" will be much easier to control the payment of bills
With the help of a new payment mechanism for an account, a user who is available for payment through a bank, but all tasks in the “Simple Agent” are unavailable, can fix payment on the account.
To put down the payment on the account the user must have the appropriate access (Payment) in the organization.
To launch “Payments Accounting”, select the “Launch” tab in the main program window in the “Tools” section. After launch, a window appears in which the user can fill in all the payment information (the payment is added to the specified account).
2. Manage your site directly from Simple Business using the Websites tool.
In version 1.7. A window of sites has appeared, allowing you to quickly create your own corporate website or launch an already existing Internet resource.
The user can create a site if he is the owner or administrator of the organization. You can also create a website in your personal projects with activated “Professional User” tariff.
To create a website, select the “Launch” tab in the main program window in the “Websites” section. After clicking, a window of websites will appear with a list of existing websites, as well as a paragraph for creating a new website.
3. Collect all contacts in “Simple Business” using the “Import Contacts” tool
The new version of the program has a convenient option “Import contacts”, with which you can transfer contacts to “Simple Agent” from * .xls, * .xlsx, * .csv, * .vcf, and Microsoft Outlook programs.
Imported data is saved in the “Contacts” tab.
To load contacts, select the “Contacts” tab of the main program window and click “Import contacts” in the context menu. Next you need to select the format of the file with contacts. For files of the * .xls, * .xlsx, * .csv format, the data is displayed in a table. When selecting files of the * .vcf format or transferring data from Microsoft Outlook, a list of downloaded contacts is displayed in the import window.
Now you can collect all contacts in a single database in “Simple Business”!
4. Tool “Do you know?” Will show the possibilities of the program with the help of video tutorials
The “Do you know?” Tool is a set of interesting video lessons, thanks to which the user can easily and quickly learn the functions of the Simple Business complex, as well as increase the efficiency of his work in the program (more than 40 videos).
When launching “Do you know?”, A training video is shown telling about one of the program options.
The window “Do you know?” Automatically starts when the complex is installed on the computer and when the complex is started (if this feature has not been disabled in the settings). You can also start video tutorials from the Tools group in the Launch tab.
5. Printing from universal tables using document templates
Now you can print a universal table using a standard template or created by you. You can print as all the displayed records, and the currently selected record.
The new version also included the following changes:
- added the section “My Conferences” to the video conferencing window, which displays a list of video conferences in which the current user can participate;
- the theme component has been updated (the default theme is set to “WEB” with shadows);
- new icons for professional organizations and users have appeared:
- professional user icon;
- icon of professional organization;
as well as more than 80 changes and improvements in other details of the functioning of the program.
We are constantly working to create new functions of the “Simple Business” system, which will help improve the efficiency of business processes in your organization. If you have interesting ideas for improving the program, share them with our developers on the website “Simple Business” ! Your ideas will help us make “Simple Business” even more convenient!
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Source: https://habr.com/ru/post/149548/
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