Beginner Training Video

The Signup Process

A step by step guide to the signup process

  • Filling out the signup form
  • eMail acknowledgement
  • Software download and Install
  • First log in
  • Changing your password

 

Beginner Training Video

Setting up your Companies Settings

An introduction video for 1BizApp, showing you the following features:

  • Landing Page description
  • Main Menu and colour coding
  • Support Hours purchase
  • Completing the company standard information
  • Definition of a Job
  • Business Partners
  • Web Hosting

 

Beginner Training Video

Adding Members of Staff

An introduction video for 1BizApp, showing you the following features:

  • Creating Employees
  • Attaching an employee to a company
  • Adding registered users
  • Basic Permissions
  • Point of Contacts
  • Closing Window Panes

 

Beginner Training Video

HR and Account Management

An introduction video for 1BizApp, showing you the following features:

  • Converting contacts to staff
  • Creating employees directly from within a company
  • logon users of the 1BizApp system
  • Deactivating users
  • Converting to a paid account
  • Reverting back to a free account

 

Beginner Training Video

Work Schedules

An introduction video for 1BizApp, showing you the following features:

  • Creating Work Schedules
  • Work patterns
  • Assigning work patterns to employees

 

Beginner Training Video

Roles and Drop Downs

An introduction video for 1BizApp, showing you the following features:

  • Filtering long lists
  • Splitting the 1BizApp screen
  • Adding a new role to the system
  • Assigning a new role to a person
  • Retuning from a split screen
  • Deleting (blank) items in a list
  • Reordering and grouping lists
  • 'Show audit' button

 

Beginner Training Video

Importing Contacts

An introduction video for 1BizApp, showing you the following features:

  • Importing contacts from GMail
  • Creating a csv file
  • Duplicate contact handling
  • Viewing imported contact records
  • Importing contacts from Outlook
  • Deleting existing contacts on import
  • Automatic creation of Companies with two or more employees
  • Importing contacts from a mobile device
  • Importing large files
  • Types of red message errors
  • Syncing with the 1BizApp server
  • Ref. Code number definitions and generation

 

Beginner Training Video

Importing Products

An introduction video for 1BizApp, showing you the following features:

  • Standard import Excel spreadsheet
  • Importing Bills of Materials or an Excel spreadsheet
  • Exporting Excel to a csv file
  • Standard Product headings in 1BizApp
  • Editing Headings so 1BizApp can import data
  • Delete existing products when importing
  • Viewing imported products
  • Deleting individual product items

 


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