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FAQ

Settings

Turn off AutoSync

Select "Settings" from the main menu and set AutoSync to "Off"

Accessing the main menu

Click on the wheel in the upper right hand corner (when available) or swipe the screen from right to left

Going back a screen

Click on the back arrow in the upper left hand corner

Customize Default View

Select "Settings" from the main menu and choose the 2 lists you wish to display

Edit information

Any page containing the pencil with an eraser icon, in the upper right hand corner, can be edited by selecting the icon

To quickly add a note to a contact, project or company

Swipe from left to right over the contact, project or company name on the main screen

To add a new contact, project or company

Select “Add New” in the lower right hand corner of the contacts, projects or company page; be sure to select “Create Contact” at the bottom when done.

Refreshing your data

Select “Refresh Data” at the bottom of the main menu

Adding users

Select “Manage Users” from the main menu; you must have a proper number of user license subscriptions

Assigning permissions by contact or project

Managers should select “Contact Table” from the main menu and assign none ( - ), Read or Read/Write access - being sure to select “Update” when done. Use the number selector to display the desired user’s name.

Video Tutorials

www.w5templates.com/tutorials

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Settings

Settings

This option will automatically refresh your local data every 12 hours. (It only runs when the app is open.)

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Projects

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Quick Actions

Edit Contact

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Details

Edit Contact

Company
Project
Contact
Title
Office Phone
Cell Phone
Email
Address
Website
Status
Priority
Category
Short Project Description
Project Sub Elements
Start Date
Target End Date
Budget
Key Team Members
Admin Contact Info
Key Next Steps
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Notes

Settings

Add note
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Create User

Settings
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Edit Users

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Manage Users

Settings
Add user

User Name

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Edit User

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Contact Table

Settings

Contact A - Justin Wagner

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New Note

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Edit Note

Delete Note
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Manage Companies

Settings
New Company

Company Name

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Users

Settings
New User

User Name

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New Company

Settings


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Edit Company

Settings


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Users

Settings

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Users

Settings

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Create User

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Updating Application

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Create Contact

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Edit Contact

Delete Contact

Company
Project
Contact
Title
Office Phone
Cell Phone
Email
Address
City
State
ZIP
Country
Website
Status
Priority
Category
Short Project Description
Project Sub Elements
Start Date
Target End Date
Budget
Key Team Members
Admin Contact Info
Key Next Steps

Remove ?

Are you sure you want to remove ?

This action cannot be undone.

Delete note?

Are you sure you want to remove this note?

This action cannot be undone.