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Qasper |
Click here to go to Help Index | |||
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Home Click the Home icon from the menu to display the Home page.
Home page The Home page is a personalized view of your day. Action tabs: Click the [Information] tab to view current information. Review the information area to see appointments, messages, to do items, etc. and to quickly jump to any of those modules. 5 of the buttons - [Appts] [To dos] [Msgs] [Projects due] and [EMails] provide immediate access to items specific to you. Under the "Appointments for today:" is a list of your day's appointments. Click on any row item to display that appointment in the calendar. Get a personalized view of any other day by changing the reference date and clicking [Refresh all items]. Clear up any unassigned email imports by clicking the row "EMAIL IMPORTS" in the "Other information:" list. Click [Hot!] to view and select any of the hot items. Hot items are created in specific modules and are used for quick access to top-of-the-list items.
Click [Time zone] to examine the time zone settings. If you are away from your normal home time zone and want to book appointments in your home time zone, adjust the area: Click [Preferences] to set preferences, enter charge rate and define group settings. A Language choice must be made. You will be reminded before you can move onto other modules. See the instructions ("To be included...") on the form. You need to set up a contact record for yourself, then return to the Home Page > Preferences and select [Get my contact info] to locate that contact record and place the information into the Group Scheduling area. Click [EMail info] to set up the email addresses used by the email module as well as Qasper Desktop's email synchronization module. Click here for more information on setting up email addresses for synchronization. Enter all the emails addresses that you use. Qasper Synchronization will look at all your Outlook inbox and sent emails and, if they are to (inbox) or from (sent items) any of those emails, they will be evaluated for syncing into Qasper's database. My Bcc Address: Enter an email address that Qasper's email module will use to send a copy of emails to your desktop Outlook application. How Bcc works: You will see this section in the email module (in Actions/Activities): Note the section: This is taken from the Home page's [EMail info] section: Whenever an email is sent from Qasper, if the checkbox beside "Sync>Outlook" is selected, a copy of the email will be sent to your Outlook inbox. Click [Authorizations] to empower other users to access and set emails for your calendar. Click [Grp scheduling] to display the Preferences tab again, so that you can complete the Group Scheduling section. At a glance This is a fixed list of reports. When run, the selected report will be filtered to show only information specific to you. Select the report from the drop down list, select the display option and click [Display the report]. Data visualization - Qasper's Data Visualization is available to display several of the quick view items on your Home page: Quick note - click the [Quick note] button to pop up the quick note action window. Click here for more information. Forward/back day scrolling - scrolling through next/previous days with calendar lookup
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