ConsolQ   by wheresmary

user guide
20 Oct 2007

 v4.0 Release notes  

get started | calls | macros/forms | email | thinking | projects | control panel | install

Control Panel

System

ConsolQ Settings

This item configures email and other settings.  Help information is provided beside each configurable item.

Note users also have the ability to change the display name "Configuration item' to something that is more meaningful if required.

Attach your Logo
Browse to a .jpg file. This image will be displayed on the top left hand side of your "Call summary" page which is suitable for printing.

Add Licenses
To add new licenses select System/Add Licenses.  Paste the supplied license into the box and Submit.  Be sure that no additional characters are included.  The license count on the Add New Staff Member screen will update.

Task Categories and Custom Forms
 

Progress Title Configuration
This screen allows the user to customise the names and colors of task of Progress Title configuration.  To add a new progress type click Add New. Type in a new Progress Title and click Submit.  To edit a Progress Title click Edit.

List Management
Call Priorities - Add new,  edit or delete
 

Call Type  -Add new, edit or delete

My Password
Change your password here

Macro Management

Team Management
A team member is essentially another configuration item (staff)  Complete your team member details as required.

Configuration item
A configuration item (CI) is anything or person that is supported by ConsolQ eg. clients, locations, buildings, equipment.

Please note "staff' or COnsolQ users are also CIs but are attributed special properties (eg login privilege).  These CI type sare hard codes within the system and can be changed at any time - eg. client to staff.