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Tag: Contacts


PFIM contacts are used to manage, allocate and associate work. On selecting contacts you are presented with the contact filter with types (on the right). Selecting and deselecting contact types will restrict your search to only the selected contact types. When there is a cross next to a contact type, that means that once it […]


Overview The menu is expandable and collapsible on the left hand side.The items on the menu will vary based on the access you have been granted.Starting with Customers, Suppliers, Contacts, Service Desk, Inventory, General Ledger, Dashboards, Reporting, Communication, Configuration, Point of Sale and Sign Out. Customers Customers can be searched for on Code or Name […]