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  2. #40 CRM
  3. #145 Sign-in and navigation

Sign-in and navigation

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The starting point for working in the CRM: sign-in with login and password, finding your way in the top menu, the sales dashboard, the notifications bell and the interface language switch.

Articles

#404 Single sign-on to the iFurn.pro platform

iFurn.pro is built as one unified platform: the cutting designer, the CRM, the factory back office and the client cabinet are all different faces of the same system. That is why there is only one way in: you sign in on t…

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#405 CRM main menu

The CRM main menu is a horizontal bar at the top of the window. From it you access every section: orders, clients, reports, the wholesale company, salary, news and support. On the right of the header you see a notificati…

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#430 Dashboard: analytics and charts

The dashboard is the first page of the CRM: it opens right after you sign in. It is not a report but a working summary of what needs attention today: lead times, three figures for the month, problem orders and the nestin…

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#408 Notifications and news

Notifications and news are two different message channels in CRM. Notifications come through the bell icon on the right of the header: system messages, order statuses, reminders. News is a separate item in the top menu w…

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#409 Interface language switch

The CRM interface is available in 11 languages. The switch is in the header on the right — next to the notifications and the sign-out button. Changing the language does not affect order, customer or report data — only th…

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