Tactic-How-To - Revision history

N.paul: /* How to questions for Miscellaneous Activities */

2024-11-30T11:19:28Z

How to questions for Miscellaneous Activities

← Older revision		Revision as of 13:19, 30 November 2024
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	Tactic comes with an integrated CMS (Content Management System), which allows you to manage your website content right from Tactic’s interface without having to opt for a third-party software. Hence, very naturally, you can find a WYSIWYG editor for editing content and so on. However, Tactic restricts you from adding rich HTML or any kind of HTML content by default. For changing this setting, you need to add a global key to the other setup of your Tactic ERP and CRM software.		Tactic comes with an integrated CMS (Content Management System), which allows you to manage your website content right from Tactic’s interface without having to opt for a third-party software. Hence, very naturally, you can find a WYSIWYG editor for editing content and so on. However, Tactic restricts you from adding rich HTML or any kind of HTML content by default. For changing this setting, you need to add a global key to the other setup of your Tactic ERP and CRM software.

	For adding the same you need to follow a few steps. At first you need to access '''Home -> ~~setup~~ -> ~~other setup~~'''. Once the other setup page opens, you will get to see a table containing various keys and values. Under the criterion ‘name’ you need to put down '''“FCKEDITOR_ALLOW_ANY_CONTENT”''' and then under value put down a 1. You can add comment as per your liking. Once you are done doing so, click on “Add”. Your key will be added to Tactic ERP and CRM. Now you can easily add rich or any HTML content in Tactic’s WYSIWYG editor.		For adding the same you need to follow a few steps. At first you need to access '''Home -> Setup -> Other Setup'''. Once the other setup page opens, you will get to see a table containing various keys and values. Under the criterion ‘name’ you need to put down '''“FCKEDITOR_ALLOW_ANY_CONTENT”''' and then under value put down a 1. You can add comment as per your liking. Once you are done doing so, click on “Add”. Your key will be added to Tactic ERP and CRM. Now you can easily add rich or any HTML content in Tactic’s WYSIWYG editor.

	Any time you want to turn it off, just change the value from 1 to 0 and Tactic will start restricting HTML content again.		Any time you want to turn it off, just change the value from 1 to 0 and Tactic will start restricting HTML content again.

N.paul: /* How to questions for Miscellaneous Activities */

2024-11-30T10:06:11Z

How to questions for Miscellaneous Activities

← Older revision		Revision as of 12:06, 30 November 2024
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	'''<h3 style="color:#006799;">How to change maximum size of uploading files in Tactic?</h3>'''		'''<h3 style="color:#006799;">How to change maximum size of uploading files in Tactic?</h3>'''
	The users have been provided with the facility of uploading their important business related files within Tactic for enhancing their experience of using Tactic as a compact ERP & CRM service. There is a limit of maximum size for uploading file, which have been set by Tactic. However, we understand that the users may need to increase the size limit since important files can be bigger than the maximum size. Hence, Tactic allows the users to change the limit for maximum size of uploading files as per their preferences. For changing the maximum size of uploading files the users need to go to Home -> Setup -> Security -> Files (upload). The users then will be able to see the parameters of the maximum size of uploading files. A maximum of '''40960 Kb''' is allowed by default, the users can change the value to any size keeping consideration of the (web server upload limit) limit. After clicking the option of modify the users can easily use the new maximum size of file.		The users have been provided with the facility of uploading their important business related files within Tactic for enhancing their experience of using Tactic as a compact ERP & CRM service. There is a limit of maximum size for uploading file, which have been set by Tactic. However, we understand that the users may need to increase the size limit since important files can be bigger than the maximum size. Hence, Tactic allows the users to change the limit for maximum size of uploading files as per their preferences. For changing the maximum size of uploading files the users need to go to Home -> Setup -> Security -> Files (upload). The users then will be able to see the parameters of the maximum size of uploading files. A maximum of '''40960 Kb''' is allowed by default, the users can change the value to any size keeping consideration of the (web server upload limit) limit. After clicking the option of modify the users can easily use the new maximum size of file.

			'''<h3 style="color:#006799;">How to allow any or rich HTML content inside the Tactic WYSIWYG editor?</h3>'''
			Tactic comes with an integrated CMS (Content Management System), which allows you to manage your website content right from Tactic’s interface without having to opt for a third-party software. Hence, very naturally, you can find a WYSIWYG editor for editing content and so on. However, Tactic restricts you from adding rich HTML or any kind of HTML content by default. For changing this setting, you need to add a global key to the other setup of your Tactic ERP and CRM software.

			For adding the same you need to follow a few steps. At first you need to access '''Home -> setup -> other setup'''. Once the other setup page opens, you will get to see a table containing various keys and values. Under the criterion ‘name’ you need to put down '''“FCKEDITOR_ALLOW_ANY_CONTENT”''' and then under value put down a 1. You can add comment as per your liking. Once you are done doing so, click on “Add”. Your key will be added to Tactic ERP and CRM. Now you can easily add rich or any HTML content in Tactic’s WYSIWYG editor.

			Any time you want to turn it off, just change the value from 1 to 0 and Tactic will start restricting HTML content again.

N.paul: /* How to questions for Third Party module */

2022-11-18T12:55:17Z

How to questions for Third Party module

← Older revision		Revision as of 14:55, 18 November 2022
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	== How to questions for Third Party module ==		== How to questions for Third Party module ==
	'''<h3 style="color:#006799;">How to add native languages for third-parties?</h3>'''		'''<h3 style="color:#006799;">How to add native languages for third-parties?</h3>'''
	With the help of this Multilanguage settings the users can easily change the default language of their customers and third parties. For activating the Multilanguage settings the users need to go to ~~```~~Home -> Set-up -> Display -> Enable Multilanguage support for customer or vendor relationships -> Activate~~```~~ the option to use Multilanguage settings seamlessly. The users then need select a default language for the third-parties. For enabling a default language for the third-parties, the users need to follow the steps: (For an already created third party) Third party menu -> List of Customers/Prospects/Vendors -> Click on the desired third party -> Modify -> Language default -> Choose the preferred language -> Save or (For a new third party) Third party menu -> New Customers/Prospects/Vendors -> Fill all the important information -> Language default -> Choose the preferred language -> Save.		With the help of this Multilanguage settings the users can easily change the default language of their customers and third parties. For activating the Multilanguage settings the users need to go to '''Home -> Set-up -> Display -> Enable Multilanguage support for customer or vendor relationships -> Activate''' the option to use Multilanguage settings seamlessly. The users then need select a default language for the third-parties. For enabling a default language for the third-parties, the users need to follow the steps: (For an already created third party) Third party menu -> List of Customers/Prospects/Vendors -> Click on the desired third party -> Modify -> Language default -> Choose the preferred language -> Save or (For a new third party) Third party menu -> New Customers/Prospects/Vendors -> Fill all the important information -> Language default -> Choose the preferred language -> Save.

	== How to questions for Tickets Module ==		== How to questions for Tickets Module ==

N.paul: /* How to questions for Email Collector Module */

2022-11-18T12:15:59Z

How to questions for Email Collector Module

← Older revision		Revision as of 14:15, 18 November 2022
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	Email collectors are designed for helping the user to collect important emails and make tickets out of those automatically. The users can certainly add any account that they want as the default receiver for the Email collector module. For accomplishing this the user just need to go to the email collector module and then add their preferred Gmail account as the [[Email_Collector_Module\|Email collector]]. This can be performed by following a few steps, which are, Home -> Set-up -> Modules/Applications -> Interfaces with external systems -> Email Collector -> Click on the reference name of the Email collector -> From the area of filters add an receiver (s) -> add the Gmail account at the area beside it -> Add. After completing this the users will be able to collect emails through the Gmail account.		Email collectors are designed for helping the user to collect important emails and make tickets out of those automatically. The users can certainly add any account that they want as the default receiver for the Email collector module. For accomplishing this the user just need to go to the email collector module and then add their preferred Gmail account as the [[Email_Collector_Module\|Email collector]]. This can be performed by following a few steps, which are, Home -> Set-up -> Modules/Applications -> Interfaces with external systems -> Email Collector -> Click on the reference name of the Email collector -> From the area of filters add an receiver (s) -> add the Gmail account at the area beside it -> Add. After completing this the users will be able to collect emails through the Gmail account.
	'''<h3 style="color:#006799;">How to put email collector into work?</h3>'''		'''<h3 style="color:#006799;">How to put email collector into work?</h3>'''
	[[Email_Collector_Module\|Email collector]] helps in enhancing the CRM (Customer Relationship Management) program in a much better manner. The primary work that an Email collector does is to collect emails and make tickets out of those. It may be a bit complicated to understand, hence, an example can help in understanding the working procedure of an email collector. Just as the users send various emails at support@alsoft.org by their registered email ID regarding various matters and confusions that they come across while using Tactic. Our, Tactic Team’s responsibility is to read those mails and get back to the users with proper solutions. However, it is no always possible to read a vast amount emails and reply all day. This is where Email collector makes our work easier. Email collector collects and make tickets out of those emails, so that the Tactic team can easily map out the method with which they can provide the users with assistance.		[[Email_Collector_Module\|Email collector]] helps in enhancing the CRM (Customer Relationship Management) program in a much better manner. The primary work that an Email collector does is to collect emails and make tickets out of those. It may be a bit complicated to understand, hence, an example can help in understanding the working procedure of an email collector. Just as the users send various emails at '''support@alsoft.org''' by their registered email ID regarding various matters and confusions that they come across while using Tactic. Our, Tactic Team’s responsibility is to read those mails and get back to the users with proper solutions. However, it is no always possible to read a vast amount emails and reply all day. This is where Email collector makes our work easier. Email collector collects and make tickets out of those emails, so that the Tactic team can easily map out the method with which they can provide the users with assistance.

	This is exactly how the users can put the email collectors into work. Tactic email collector will be collecting all the emails from the users’ clients, customers, vendors and more. Moreover, the Tactic email collector is also capable of collecting responses, collecting leads and making projects out of those and collecting candidatures. Additionally, the users can add their own preferred email collectors for better use of Tactic.		This is exactly how the users can put the email collectors into work. Tactic email collector will be collecting all the emails from the users’ clients, customers, vendors and more. Moreover, the Tactic email collector is also capable of collecting responses, collecting leads and making projects out of those and collecting candidatures. Additionally, the users can add their own preferred email collectors for better use of Tactic.

N.paul: /* How to questions for Bookmarks & Shortcuts Module */

2022-07-06T10:22:46Z

How to questions for Bookmarks & Shortcuts Module

← Older revision		Revision as of 12:22, 6 July 2022
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	Adding a QR code to the invoices is not something very complicated. It can be achieved with some small steps. For accomplishing the same you just need to go to Home-> Setup-> other setup. There you can find the blank area, in which you can add your own setup options. In the criterion of name you need to add '''INVOICE_ADD_ZATCA_QR_CODE''' and set the value to 1. Then click the option of '''Modify''' to complete. After completing Tactic will be generating PDFs with QR codes, when you use the “crabe” or “sponge” templates.		Adding a QR code to the invoices is not something very complicated. It can be achieved with some small steps. For accomplishing the same you just need to go to Home-> Setup-> other setup. There you can find the blank area, in which you can add your own setup options. In the criterion of name you need to add '''INVOICE_ADD_ZATCA_QR_CODE''' and set the value to 1. Then click the option of '''Modify''' to complete. After completing Tactic will be generating PDFs with QR codes, when you use the “crabe” or “sponge” templates.

	~~== How to questions for Bookmarks & Shortcuts Module ==~~
	== How to questions for Tags and Categories Module ==		== How to questions for Tags and Categories Module ==
	'''<h3 style="color:#006799;">How to add tags and categories?</h3>'''		'''<h3 style="color:#006799;">How to add tags and categories?</h3>'''

N.paul at 10:20, 6 July 2022

2022-07-06T10:20:53Z

← Older revision		Revision as of 12:20, 6 July 2022
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	There are already a number of chart of accounts added in Tactic. However, the users may need their custom chart of accounts for enhancing their business related ventures. It is needed to be stated that tactic does not support creation of custom chart of account through its default settings. Hence, for accomplishing this feature the users need to adopt two alternate methods. The first method is to follow GUI and the second method is to ask support from the Tactic support team. The users can contact the Tactic support team by dropping a mail on '''support@alsoft.org''' by their registered mail ID.		There are already a number of chart of accounts added in Tactic. However, the users may need their custom chart of accounts for enhancing their business related ventures. It is needed to be stated that tactic does not support creation of custom chart of account through its default settings. Hence, for accomplishing this feature the users need to adopt two alternate methods. The first method is to follow GUI and the second method is to ask support from the Tactic support team. The users can contact the Tactic support team by dropping a mail on '''support@alsoft.org''' by their registered mail ID.

	~~== How to questions for Bills of Material Module ==~~
	== How to questions for Bank and cash module ==		== How to questions for Bank and cash module ==
	'''<h3 style="color:#006799;">Can a bank statement be imported in Tactic?</h3>'''		'''<h3 style="color:#006799;">Can a bank statement be imported in Tactic?</h3>'''

N.paul at 10:19, 6 July 2022

2022-07-06T10:19:38Z

Show changes

N.paul: /* How to questions for Email Collector Module */

2022-07-06T10:13:16Z

How to questions for Email Collector Module

← Older revision		Revision as of 12:13, 6 July 2022
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	'''<h3 style="color:#006799;">Can I use a Gmail account for my Tactic Email collector?</h3>'''		'''<h3 style="color:#006799;">Can I use a Gmail account for my Tactic Email collector?</h3>'''
	Email collectors are designed for helping the user to collect important emails and make tickets out of those automatically. The users can certainly add any account that they want as the default receiver for the Email collector module. For accomplishing this the user just need to go to the email collector module and then add their preferred Gmail account as the [[Email_Collector_Module\|Email collector]]. This can be performed by following a few steps, which are, Home -> Set-up -> Modules/Applications -> Interfaces with external systems -> Email Collector -> Click on the reference name of the Email collector -> From the area of filters add an receiver (s) -> add the Gmail account at the area beside it -> Add. After completing this the users will be able to collect emails through the Gmail account.		Email collectors are designed for helping the user to collect important emails and make tickets out of those automatically. The users can certainly add any account that they want as the default receiver for the Email collector module. For accomplishing this the user just need to go to the email collector module and then add their preferred Gmail account as the [[Email_Collector_Module\|Email collector]]. This can be performed by following a few steps, which are, Home -> Set-up -> Modules/Applications -> Interfaces with external systems -> Email Collector -> Click on the reference name of the Email collector -> From the area of filters add an receiver (s) -> add the Gmail account at the area beside it -> Add. After completing this the users will be able to collect emails through the Gmail account.
	'''<h3 style="color:#006799;">~~Hoe~~ to put email collector into work?</h3>'''		'''<h3 style="color:#006799;">How to put email collector into work?</h3>'''
	[[Email_Collector_Module\|Email collector]] helps in enhancing the CRM (Customer Relationship Management) program in a much better manner. The primary work that an Email collector does is to collect emails and make tickets out of those. It may be a bit complicated to understand, hence, an example can help in understanding the working procedure of an email collector. Just as the users send various emails at support@alsoft.org by their registered email ID regarding various matters and confusions that they come across while using Tactic. Our, Tactic Team’s responsibility is to read those mails and get back to the users with proper solutions. However, it is no always possible to read a vast amount emails and reply all day. This is where Email collector makes our work easier. Email collector collects and make tickets out of those emails, so that the Tactic team can easily map out the method with which they can provide the users with assistance.		[[Email_Collector_Module\|Email collector]] helps in enhancing the CRM (Customer Relationship Management) program in a much better manner. The primary work that an Email collector does is to collect emails and make tickets out of those. It may be a bit complicated to understand, hence, an example can help in understanding the working procedure of an email collector. Just as the users send various emails at support@alsoft.org by their registered email ID regarding various matters and confusions that they come across while using Tactic. Our, Tactic Team’s responsibility is to read those mails and get back to the users with proper solutions. However, it is no always possible to read a vast amount emails and reply all day. This is where Email collector makes our work easier. Email collector collects and make tickets out of those emails, so that the Tactic team can easily map out the method with which they can provide the users with assistance.

N.paul: /* How to questions for Miscellaneous Activities */

2022-07-05T10:32:37Z

How to questions for Miscellaneous Activities

← Older revision		Revision as of 12:32, 5 July 2022
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	== How to questions for Mailman and SPIP Module ==		== How to questions for Mailman and SPIP Module ==
	== How to questions for Miscellaneous Activities ==		== How to questions for Miscellaneous Activities ==
			'''<h3 style="color:#006799;">How can Tactic help your business to grow?</h3>'''
			Tactic is a paid ERP & CRM software that is designed to ease the manual effort of the business organizations. Tactic is integrated with the help of some modules, which are also the features of the ERP & CRM product. These modules have been constructed keeping consideration of all the business related needs that may be faced by the business operators. Tactic can manage almost every element that is usually associated with a company, such as HRM, accounts, finances, projects, customers, vendors and many more. Hence, it is quite obvious that Tactic can eliminate most of the manual effort as well as can enhance the workflow of an organization by leaving no room for errors. Additionally, Tactic provides a much safer and secure interface to manage data within. Therefore, it is needless to say that Tactic improves business elements, which eventually leads towards a potential and positive growth of business. So, yes, using Tactic will certainly help you in growing your business effectively.
			'''<h3 style="color:#006799;">What are the mandatory configurations or steps need to be done after first login at Tactic?</h3>'''
			Tactic is sold as a complete admin package. There are some of the mandatory steps that need to be performed by the users before starting to work with Tactic. After logging into Tactic the very first thing that the users need to do is setting up the software as per their needs and requirements. Tactic is integrated with some modules, so, for setting up the software the users need to set up the modules first. For setting up the modules, the admin users need to visit '''Home -> Set up -> Modules/Applications'''. Upon clicking on the Modules/Applications sections, the users will be able to see the module boxes, the activating button can be turned on to activate a module and can be turned off to deactivate the same.
			'''<h3 style="color:#006799;">How to make permissions work in Tactic?</h3>'''
			There are a total of 75 modules presented in Tactic. The admin users need to activate the modules based on their requirements. The User and group module will be activated by default as it cannot be deactivated. After activating the modules the users need to modify their admin username and passwords as per their preferences (the procedure of resetting admin password has been discussed in another question). After completing the procedure the admin users need to create other users while giving them required permissions.
			The importance in permission lies in the fact that the users can only access to the module that they are provided the permission of. The other modules will remain inaccessible to them. For example, the HR manager of the company has nothing to do with the accounts. Hence, the admins can avoid permitting them to the accosting module. Therefore, the HR manager will not be able to access to the accounting module. This is how the permission feature of Tactic works for the benefit of the users and the company.
			'''<h3 style="color:#006799;">How to collect log-in credentials for Tactic?</h3>'''
			Tactic is a paid software that requires authentic credentials for starting to work with it. Hence, it is only natural for the software to ask for log-in credentials right after being installed or purchased. The initial log-in credentials will be provided to the valid registered email address of the customer. These log-in credentials can be changed later as per your preferences. If the users are unable to find the log-in credentials, then they need to check their registered emails’ inboxes. If the users cannot find the '''Welcome Guide Mail from Tactic''', then they should check their spam boxes in order to find the mail that contains initial log-in credentials. The users should mark it as safe and add support@alsoft.org as a contact for future emails to deliver directly in users’ inbox or contact us.
			'''<h3 style="color:#006799;">How to reset admin password?</h3>'''
			For changing or resetting the admin password the users need to go to the users section and choose the admin profile. After viewing the admin profile the users need to click on the option of modify and type the new password on the blank area of password. The steps to reach to admin profile are, Home-> User and groups (from the vertical menu bar) -> click on the admin profile from the users list. For changing the admin password go to Modify -> type new password on the blank password area -> Save. Upon saving the modifications the users will be able to rest the admin password easily. For more details you can visit User Module.
			'''<h3 style="color:#006799;">Is there a NextCloud integration within Tactic?</h3>'''
			For this moment Tactic does not provide a NextCloud integration. However, there is a method, which can help the users in integrating NextCloud with Tactic. This method encourages enabling the DAV module within Tactic. Upon enabling the DAV module the users need to add the same in NextCloud as an external storage. This will allow the users in transferring files from Tactic to NextCloud seamlessly.
			'''<h3 style="color:#006799;">Is there an addition of balance sheet and income statement in Tactic?</h3>'''
			Tactic does not provide a balance sheet and income statement feature embedded within it. Tactic developers can develop a module for generating balance sheet and income statement if the majority of the customers require the same.
			'''<h3 style="color:#006799;">How to change default time zone in Tactic?</h3>'''
			For changing the default time zone the users do not even need to go outside of Tactic. Changing in default time zone and adding preferable time zone can be easily accomplished by the users. The very first step of completing this process is visiting Home-> Setup -> [[Other_setup\|Other Setup]]. The users will be able to find a list of configuration options upon clicking on the other setup. At the Other Setup page users can see a table having fields called, '''Name, Value, Comment and Modify date'''. The users need to add '''MAIN_SERVER_TZ''' in the place of name and the name of the nation or time zone in the area of value. The area of comment need to be fulfilled inputting '''Corrected Timezone Parameter'''. For available list of Time Zones users may visit [[Tactic_Time-zones\|Tactic time Zones]]. Lastly the users need to click the '''add''' button. The corrected time zone will work in Tactic after completing this step.
			'''<h3 style="color:#006799;">Is there an inventory available for the warehouses in Tactic?</h3>'''
			Tactic has certainly been designed to reduce manual efforts of the users with the help of digitisation. We understand that inventory is an integrated part of warehouse management. However, for current version Tactic is unable to provide an inventory settings as it takes a good amount of time and Tactic developers could not wait to reduce the manual efforts of the organisations and business operators during this era of pandemic. Hence, we are looking into it and our developers are working quite hard to provide the customers with an inventory management system in Tactic later versions.
			'''<h3 style="color:#006799;">Can the PDF templates be modified?</h3>'''
			Tactic already has some default PDF templates, with which the invoices, the expense reports and other important documents are generated. However, the already added PDF templates may not be ideal and standard for the users always. Hence, for giving the full authority of using Tactic as easily as the users like, the Tactic developers have provided the facility of modifying PDF templates. For modifying PDF templates the users need to go to any module that has the feature of PDF generation (e.g. Invoice module). The user need to follow some steps, which are: Home -> Set-up -> Modules/Applications -> [[Customer_Invoice_Module\|Invoice module]] -> Click on the cog sign that appears at the right side of the Module box -> from the set-up page of Invoice, the users need to go the section of '''Invoice documents models''' -> Turn on the option of ODT/ODS templates -> Upload the modified template from the upload section. The users will be able to use their modified PDF templates after uploading the new template. While generating PDF they only need to change the default PDF template by clicking on the dropdown menu and choosing their modified template.
			'''<h3 style="color:#006799;">Does Tactic allow customer portal plugin?</h3>'''
			For now, Tactic does not provide a customer portal plugin. However, the tactic developers will look forward to design a plugin if the customer requirements are high.
			'''<h3 style="color:#006799;">Can extra fields be computed in Tactic?</h3>'''
			Extra fields can certainly be computed in Tactic. However, for proceeding with the procedure the users requires to possess a good command over programming, otherwise computing extra fields are almost impossible. As it is a developing based job, the users need to contact the experts through Tactic forum to get the job done. Hence, if the users need to compute extra fields they can contact the Tactic team by dropping a mail at '''support@alsoft.org''' from the registered email ID. However, the users need to remember that it is a paid service, for which the users need to pay extra.
			'''<h3 style="color:#006799;">How can I change the name of a menu item?</h3>'''
			As it is known that Tactic is used by customers belonging from different nations and having different language or different accent of same language, there can be some of the elements within Tactic, which are referred differently. Such as commercial proposals are called quota in India. Hence, keeping the consideration of the users who might look forward to change the name of the menus, Tactic has provided an easy interface to change the names of the menu. For modifying the name of the menu the users need to go to Home -> Setup -> Menu, then change the menu handler to '''auguria_menu''' and choose the option of '''Menu editor'''. The user then need to put the new name of the menu in the criteria of '''Title'''. The users will be able to change the name by saving the new title easily.
			'''<h3 style="color:#006799;">Is there a method of adding automatic terms and conditions in the proposals, contracts and the orders? If there is a way then how can I accomplish this easily?</h3>'''
			As Tactic has been designed for increasing the convenience of the users it is certainly possible for the users to add automatic terms and conditions in the proposals, contracts and the orders. For adding automatic terms and conditions the user only have to add those terms and conditions to the public note area and it will be visible in the PDF version of the invoice, contract or proposals. For adding public note the user need to open that invoice/contract/proposal and then click on modify to add public note from '''Note''' tab. Upon adding the note the users will be able to see the public note visible in their invoice/contract/proposal.
			'''<h3 style="color:#006799;">Is there a multi-company module available in Tactic?</h3>'''
			Tactic is initially designed to be managed only one company and there is no feature in the basic version of Tactic to manage more than one companies. However, it is not at all an impossible addition. Multi-company module can be added as a customisation request. For adding the Multi-company module the users to drop a mail at support@alsoft.org for this paid service. It is important for the users to drop the mail only from their registered email address. The Tactic team will contact them within 48 hour and let the users know about the preparation of adding Multi-company module to their Tactic account.
			'''<h3 style="color:#006799;">How to add line number on product, shipment, contact, orders, third parties etc. in Tactic?</h3>'''
			The contacts, orders, third parties, shipments etc. in Tactic is integrated with several lines. Without adding those lines it is impossible to validate the shipments, contacts and other important objects. However, the default settings of Tactic does not show line numbers in those areas. Hence, the users need to go through a small process for adding line product, shipment, contact, orders, third parties etc. in Tactic. For achieving this the users need to go to Home -> Setup -> Other setup -> add '''MAIN_VIEW_LINE_NUMBER''' at the place of name -> add 1 at the place of value -> Save. After saving the users will be able to see line numbers in product, shipment, contact, orders, third parties etc.
			'''<h3 style="color:#006799;">How can I change the date format?</h3>'''
			The default date format of Tactic depends on the language set-up itself. Tactic will show the date format according to the selected language. For example, if the default language is set as English US then the date format will be as the MM/DD/YY. The default date format of Tactic can be changed by going to Home -> Setup -> Display and changing the language to the native language. For an example if the users change the default language to English India, then the default dating format will be DD/MM/YY. However, if the users are still not able to change in date format then they can easily take assistance from the Tactic team. For achieving assistance the users need to drop a mail at support@alsoft.org. It should be remembered by the users that they need to drop mail from their registered email ID.
			'''<h3 style="color:#006799;">What should I do if I cannot log into Tactic from my IP address?</h3>'''
			There is almost zero chances of such an error to occur with Tactic. Our customers are our first priority and no error can happen with their IP addresses. However, if the users still face difficulties in logging into their Tactic account through a specific IP address then the users should contact Tactic support team. The users can drop their mails at support@alsoft.org by their registered email ID. The Tactic team will contact the users within 48 hours.
			'''<h3 style="color:#006799;">What does “Expired security token” mean and how to solve it?</h3>'''
			For understanding expired security token, it is important to understand the meaning of security token at first as well as its importance in ERP & CRM software. Tactic uses a CSRF token, Cross Site Request Forgery, for safe guarding users’ data. '''Cross Site Request Forgery''' is one kind of malicious activity that are performed by implementing unauthorized commands on behalf of an authorized user. Hence, for preventing such malicious activities and for saving the data of the users Tactic uses a CSRF token, here the token stands for an active user session that is managed by Tactic. This token makes sure that the activities are performed by the users themselves and not by any unauthorized user. Hence, expired security token stands for expired user session. Tactic sends this messages when the user session is expired and some kind of activities are still being performed within Tactic.
			Solving this issue is not something complicated. When the users face these type of issues they can try to clear their browser cache to resolve this issue. It is most likely to be solved after cache clearance. However, if the users still face the same issues then they can contact the Tactic support by dropping a mail at: '''support@alsoft.org'''.
			'''<h3 style="color:#006799;">How can I change the logo from the log-in page?</h3>'''
			Tactic is designed for increasing the efficiency and workflow of the organisations. And increase in workflow and efficiency certainly deserves a good appearance, to attract the third parties, such as customers, vendors, stakeholders and more. When the third-parties log-into Tactic as an external user, they need to be welcomed by the company, which is virtually possible by showing the company logo along with a welcome messages. All of these can be added in Tactic manually by following a few steps. The users need to go to company or organisation settings from set-up and add the company logo at the field of '''Company logo'''. The users will be able to see their company logo as a favicon at the log-in page. The users can also add specific messages in the area of '''Message of the Day''' area.
			'''<h3 style="color:#006799;">How to connect a VPN to Tactic?</h3>'''
			Connecting a VPN to Tactic is quite easy, the users do not have to perform any extra configuration. For connecting the VPN the users only need to install the VPN software and then run it. After connecting the PC to the VPN the users need to type Tactic URL in the browser. Then log-in into Tactic with appropriate credentials. If Tactic opens normally then the VPN is successfully connected to the software. If it does not then the users need to check their bowser settings and modify those if necessary.
			'''<h3 style="color:#006799;">How to change maximum size of uploading files in Tactic?</h3>'''
			The users have been provided with the facility of uploading their important business related files within Tactic for enhancing their experience of using Tactic as a compact ERP & CRM service. There is a limit of maximum size for uploading file, which have been set by Tactic. However, we understand that the users may need to increase the size limit since important files can be bigger than the maximum size. Hence, Tactic allows the users to change the limit for maximum size of uploading files as per their preferences. For changing the maximum size of uploading files the users need to go to Home -> Setup -> Security -> Files (upload). The users then will be able to see the parameters of the maximum size of uploading files. A maximum of '''40960 Kb''' is allowed by default, the users can change the value to any size keeping consideration of the (web server upload limit) limit. After clicking the option of modify the users can easily use the new maximum size of file.

N.paul: /* How to questions for Multicurrency Module */

2022-07-04T12:45:34Z

How to questions for Multicurrency Module

← Older revision		Revision as of 14:45, 4 July 2022
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	== How to questions for Shipment Module ==		== How to questions for Shipment Module ==
	== How to questions for Multicurrency Module ==		== How to questions for Multicurrency Module ==
			'''<h3 style="color:#006799;">How to set-up automatic change of currency from another currency while drafting an invoice/ How to add multicurrency option in Tactic?</h3>'''
			For enabling the option of multicurrency, the users need to go to the multicurrency module, which can be reached by visiting Home -> set-up -> Modules/Applications -> [[Multicurrency_Module\|Multicurrency module]] from the option of Multi-module tools. The users then need to tap on the cog icon that appears on the left of the activation key. Upon clicking on the cog icon the users will be redirected to the settings page of multicurrency. The list of already added currencies will appear under the list, above which a drop down menu of all the available currencies will appear on the left side. The users need to choose their preferred currencies from the list while adding the conversion rate of the new currency from the main currency. For example, if the users have INR set-up as their main currency and what to add USD as new currency then the user need to add the rate of USD that equals 1 INR on the blank '''Rate''' box. After adding the rate the users need to tap the option called '''Add'''. With the completion of the process the users will be successful in adding the new currencies easily.

	== How to questions for Commercial Proposal Module ==		== How to questions for Commercial Proposal Module ==