Video Index for Simplify Practice
Introduction
how to sign
Login & Benefits.
How to Create assignments.
How to assign and complete activities.
How to add users to the database.
How to review the activities of Team Members.
Utility of Dashboard
How to create a logo, change password and change profile image.
How to reset the password.
Admin Module Utility
Leave Management
Use of Holiday List Master.
Use of Calender year Master.
Use of Leave Type Master.
Use of Leave Adjustment.
Use of Leave Balance.
Securities.
Assigning the Rights to users.
CRM & PM Module Utility
How to create clients online.
How to create clients offline.
How to proceed to billing
Utility of icons in assignment
List of videos topics and their heading.
Setting up the hierarchy in Company – Practice management
Utility of Mobile Application – Dashboard.
Setting up a meeting - Practice management.
Utility of Widgets on Dashboard- Dashboard.
Creation of Workflow - Practice management.
Creating the Prospective client- CRM Module.
Watch e-learning videos on our learning.simplifypractice.com website
