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Critical Alerts
Last updated on 05 March, 2019

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 unattended prospects.
  • Financial summaries for your company.
  • Information about projects and tasks being completed.


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





Critical Alerts > Knack Knowledgebase > Business Management Software


Calendar
Last updated on 05 March, 2019

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





Calendar > Knack Knowledgebase > Business Management Software


Project List
Last updated on 07 March, 2019

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;





Project List > Knack Knowledgebase > Business Management Software


Quote List
Last updated on 07 March, 2019

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





Quote List > Knack Knowledgebase > Business Management Software


Invoice List
Last updated on 07 March, 2019

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





Invoice List > Knack Knowledgebase > Business Management Software


Share Knack
Last updated on 07 March, 2019

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





Share Knack > Knack Knowledgebase > Business Management Software


Searching
Last updated on 07 March, 2019

The search icon at the bottom left provides you with quick access to do a smart search across your Knack account. Our Knack Smart Search 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 search will help you navigate quickly to what you need without needing to browse through lists of data.





Searching > Knack Knowledgebase > Business Management Software


Knowledgebase Quick Search
Last updated on 07 March, 2019

Using the Knack Knowledgebase quick search at the bottom left 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.





Knowledgebase Quick Search > Knack Knowledgebase > Business Management Software


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