Updated: Sep 2, 2021
The Global Search allows users to navigate to specific products, orders and customers using a easy to use search bar.
The Banner Controls accelerate business operations within the system, allowing future review of Favorite processes and Task setting operations.
This video gives an overview of efficiently accessing content Using the Global Search and content tools using the Banner Controls.
On your Merchanter system you can:
- Use Global Search to access content
- Ref Code / Product name / Contacts / Order numbers speed up access to specific content
- Review business activity and set appropriate reminders and tasks
- Banner Controls allow immediate access to important features
- New - Select from Order / Product / Contact processes
- Basket - gather products for quotes / Orders
- Favorites: for review or tracking: Events/Customers/Orders/Comments/Links to documents and Business processes
- Tasks - maintain priority tasks and actions with Reminder alerts for you and other users, Personal or Assigned to others