Making Business Easier Since 2011

Start typing a topic to find help from our knowledgebase...
Critical Alerts

The alerts section of your dashboard shows you critical information related to your account. This information is variable according to your company and user profile, but may include information such as;

  • Guides to update your user or company profile.
  • Guides to add prospects, clients or suppliers.
  • Information on automation currently in progress.
  • Information on unnattended prospects.
  • Financial summaries for you company.
  • Information about projects and tasks being completed.

You can typically click on a link for more information or to complete the action required.


Level 1
Forever Free


Last updated on 19 July, 2017


Critical Alerts :: Knack Knowledgebase :: Business Management Software


Calendar

The calendar section of your dashboard allows you to keep up to date with tasks, projects and important deadlines. From here, you can;


Level 1
Forever Free


Last updated on 19 July, 2017


Calendar :: Knack Knowledgebase :: Business Management Software


Project List

View your list of projects from the dashboard gives you a quick and easy way to access or edit any project. From this view, you can;


Level 1
Forever Free


Last updated on 19 July, 2017


Project List :: Knack Knowledgebase :: Business Management Software


Quote List

The dashboard quote list provides easy access to your quote information, including;


Level 1
Forever Free


Last updated on 19 July, 2017


Quote List :: Knack Knowledgebase :: Business Management Software


Invoice List

Similarly to the quote list, the dashboard invoice list provides information on invoices;


Level 1
Forever Free


Last updated on 19 July, 2017


Invoice List :: Knack Knowledgebase :: Business Management Software


Share Knack

Clicking or tapping on the nifty heart icon at the top right will allow you to share Knack with people you know, and get a free month for every person who signs up!


Level 1
Forever Free


Last updated on 19 July, 2017


Share Knack :: Knack Knowledgebase :: Business Management Software


Searching

The search icon at the top right provides you with quick access to do a smart search across your Knack account. Our Knack Intelligence system will find the best results for a range of information, including;

  • Quotes, invoices, purchase orders, and supplier invoices.
  • Prospects, clients and suppliers.
  • Projects and tasks.
  • Contacts.

Using this intelligence will help you navigate quickly to what you need without needing to browse through lists of data.


Level 1
Forever Free


Last updated on 19 July, 2017


Searching :: Knack Knowledgebase :: Business Management Software


Knowledgebase Quick Search

Using the Knack Knowledgebase quick search at the top right allows you to find articles on anything you need in Knack. If you have a question on how to deal with supplier invoices, for example, a search for "supplier invoices" will produce a list of possible articles to read.

Look out for the question mark icons across Knack for information and Knowledgebase links.


Level 1
Forever Free


Last updated on 19 July, 2017


Knowledgebase Quick Search :: Knack Knowledgebase :: Business Management Software


More Articles Like This
Confirming Your Account

Once you have registered, you will receive a confirmation email. If you cannot find the email, check your spam or trash. The email will have a butt...

Sign In

Once your account has been confirmed, you will be able to sign in using the URL; https://app.knackbusiness.com/login/. Enter the email address you ...

Task Timer

Tapping on the timer navigation icon at the bottom right of any page will open up the task timer. Here, you will be able to; Add a new timer from ...