First setup - Revision history

N.paul at 05:58, 10 August 2023

2023-08-10T05:58:10Z

← Older revision		Revision as of 07:58, 10 August 2023
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			= Getting Started With Tactic ERP CRM =
			Getting started with Tactic ERP CRM is easier than ever. All you have to do is to follow the mentioned steps and start using Tactic as per your requirements.

	Completion of installation need to be followed by the activity of first setup. It is the basic configuration of the most important parameters that will help you in using Tactic with a very much personalised experience.		Completion of installation need to be followed by the activity of first setup. It is the basic configuration of the most important parameters that will help you in using Tactic with a very much personalised experience.
	= Setting up company/ organisation =		= Setting up company/ organisation =

N.paul: /* Help and support */

2022-12-27T07:08:20Z

Help and support

← Older revision		Revision as of 09:08, 27 December 2022
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	= Help and support =		= Help and support =
	Using Tactic is certainly very easy. However, there might be some confusions at times. Hence, we have added a help/support button that will take you to Tactic wiki page of that particular module. You only need to click on the “?” icon that stays on the top right of the Tactic page. Upon clicking that you will be redirected to the wiki page, and you can easily gain all the necessary information from the same.		Using Tactic is certainly very easy. However, there might be some confusions at times. Hence, we have added a help/support button that will take you to Tactic wiki page of that particular module. You only need to click on the “?” icon that stays on the top right of the Tactic page. Upon clicking that you will be redirected to the wiki page, and you can easily gain all the necessary information from the same.


			[[File:Help_and_support.PNG\|center\|link=]]

	= Setup =		= Setup =

N.paul: /* Logo */

2022-12-27T06:29:46Z

Logo

@@ Line 124: / Line 124: @@
 == Logo ==
 You can put your company logo in the top of the left menu. For achieving so, you have to go through a few steps, which are explained below.
 Home -> setup -> company/organization -> logo (squared) -> browse -> choose the logo -> upload -> save. Your logo will be saved and shown in the top of the left menu.
 == Miscellaneous ==

N.paul: /* First day of the week */

2022-12-26T05:38:16Z

First day of the week

← Older revision		Revision as of 07:38, 26 December 2022
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	Step 1		Step 1



	[[File:HRM_1.1.PNG\|center\|link=]]		[[File:HRM_1.1.PNG\|center\|link=]]

	Step 2		Step 2



	[[File:HRM_1.2.PNG\|center\|link=]]		[[File:HRM_1.2.PNG\|center\|link=]]

	Step 3		Step 3



	[[File:HRM_1.3.PNG\|center\|link=]]		[[File:HRM_1.3.PNG\|center\|link=]]

N.paul: /* First day of the week */

2022-12-26T05:37:47Z

First day of the week

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 == First day of the week ==
 The display setup also allow setting up the first day of the week very easily. For which you have to follow the mentioned step, '''Home -> Setup -> Display -> language and presentation tab -> Miscellaneous -> First day of the week -> Drop down arrow -> Choose preferred day'''.
 = Backup =

N.paul: /* Backup */

2022-12-24T06:02:23Z

Backup

← Older revision		Revision as of 08:02, 24 December 2022
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	= Backup =		= Backup =
	Taking backup with Tactic can be performed very easily. Even if the users do not have access to mysqldump binary, they can take backup with software with just a few clicks. For initiating a backup, the users need to go to home -> admin tools -> backup -> MySQL Dump (php) -> generate backup -> backup will be generated in no time. You can click on the generated file and that will be downloaded in your system.		Taking backup with Tactic can be performed very easily. Even if the users do not have access to mysqldump binary, they can take backup with software with just a few clicks. For initiating a backup, the users need to go to home -> admin tools -> backup -> MySQL Dump (php) -> generate backup -> backup will be generated in no time. You can click on the generated file and that will be downloaded in your system.
			= Help and support =
			Using Tactic is certainly very easy. However, there might be some confusions at times. Hence, we have added a help/support button that will take you to Tactic wiki page of that particular module. You only need to click on the “?” icon that stays on the top right of the Tactic page. Upon clicking that you will be redirected to the wiki page, and you can easily gain all the necessary information from the same.

	= Setup =		= Setup =

N.paul: /* Setup */

2022-12-24T06:00:43Z

Setup

← Older revision		Revision as of 08:00, 24 December 2022
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	== First day of the week ==		== First day of the week ==
	The display setup also allow setting up the first day of the week very easily. For which you have to follow the mentioned step, '''Home -> Setup -> Display -> language and presentation tab -> Miscellaneous -> First day of the week -> Drop down arrow -> Choose preferred day'''.		The display setup also allow setting up the first day of the week very easily. For which you have to follow the mentioned step, '''Home -> Setup -> Display -> language and presentation tab -> Miscellaneous -> First day of the week -> Drop down arrow -> Choose preferred day'''.

			= Backup =
			Taking backup with Tactic can be performed very easily. Even if the users do not have access to mysqldump binary, they can take backup with software with just a few clicks. For initiating a backup, the users need to go to home -> admin tools -> backup -> MySQL Dump (php) -> generate backup -> backup will be generated in no time. You can click on the generated file and that will be downloaded in your system.

	= Setup =		= Setup =

N.paul: /* Display */

2022-12-24T05:12:44Z

Display

← Older revision		Revision as of 07:12, 24 December 2022
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	'''Member menu (from main menu) -> List -> Choose the concerned member -> choose “create a user” option from the member card -> a confirmation box will be shown -> Login to create -> edit the login value as you like -> validate'''		'''Member menu (from main menu) -> List -> Choose the concerned member -> choose “create a user” option from the member card -> a confirmation box will be shown -> Login to create -> edit the login value as you like -> validate'''

			== Logo ==
			You can put your company logo in the top of the left menu. For achieving so, you have to go through a few steps, which are explained below.
			Home -> setup -> company/organization -> logo (squared) -> browse -> choose the logo -> upload -> save. Your logo will be saved and shown in the top of the left menu.

	== Miscellaneous ==		== Miscellaneous ==

N.paul: /* Other Setup */

2022-12-12T10:05:20Z

Other Setup

← Older revision		Revision as of 12:05, 12 December 2022
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	The display setup also allow setting up the first day of the week very easily. For which you have to follow the mentioned step, '''Home -> Setup -> Display -> language and presentation tab -> Miscellaneous -> First day of the week -> Drop down arrow -> Choose preferred day'''.		The display setup also allow setting up the first day of the week very easily. For which you have to follow the mentioned step, '''Home -> Setup -> Display -> language and presentation tab -> Miscellaneous -> First day of the week -> Drop down arrow -> Choose preferred day'''.

	= ~~Other~~ Setup =		= Setup =
	There are some other set-ups, which might need configuration for the best personalising experience.		There are some other set-ups, which might need configuration for the best personalising experience.
	* [[Translation setup]]		* [[Translation setup]]

N.paul: /* Log-in page */

2022-12-12T06:55:51Z

Log-in page

← Older revision		Revision as of 08:55, 12 December 2022
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	[[File:Log-in.PNG\|center\|link=]]		[[File:Log-in.PNG\|center\|link=]]


			=== Force login ===
			Users can be created from members as well and these type of users will be counted as the external users if they are associated with a third party. So, while creating a user from the members, the administrators can force login while creating an external user. The login value can be given as per the preference of the administrator. For achieving this the mentioned steps need to be followed,

			'''Member menu (from main menu) -> List -> Choose the concerned member -> choose “create a user” option from the member card -> a confirmation box will be shown -> Login to create -> edit the login value as you like -> validate'''

	== Miscellaneous ==		== Miscellaneous ==