First Steps
Promotional
Getting Started
Desktop Modules
The Mobile App
Website Widgets
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
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
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
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
Work Schedules
An introduction video for 1BizApp, showing you the following features:
- Creating Work Schedules
- Work patterns
- Assigning work patterns to employees
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
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
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