Common Data > General Settings
Guidance Mode Setting
Posted by i3Teamworks Admin on 20 Sep 2018 12:55pm

Guidance Mode will help user to manage their work loads in Works, Sales and Office Culture.

From Main Dashboad follow the steps

1. Go to Common Data  and select Setting

2. Go to Guidance Mode tab 

3. Tick in the Guidance Mode Box to ENABLE the setting

4. Enter the required information as requested and click button

     

Field Guide:

  • Warning User At - Set the percentage to start alarm the User according to below setting:
    • Overdue Task
    • Overdue Work Flow
    • Task Overload
    • Pending Verification (Task)
    • Pending Verification (Work Flow)
    • Overdue Sales Pipeline
    • Overdue Schedule Report
    • Pending Leave Application