The Home page is the the first page that is presented to you when you access BusiPro and give you easy access to the main sections that you will be using.
Navigating to the Home Page
This page can be navigated to by clicking on the Home option on the main navigation menu at the very top of BusiPro.
Items Displayed on the Home Page
Below are the sections that are accessible to you when you are on the Home Page.
The search bar show you the current page you are on, as an example 'Home' for the Home Page. Located in the centre of the bar are the search boxes that allow you to directly search for the following:
Outstanding Communication Reminders
This area may well be empty when you read this but if you did have any outstanding communication reminders, which are past due, then they will be displayed here in a big read button so you can't miss them.
The Contacts Tab has a list of all of the contacts that have been added to BusiPro.
The Contacts Tab Navigation Bar
Above the rows of contacts and to the right of the page numbering you should be able to see a number of options that allow you to filter the data of the contact records below.
Here are the options
A search box that allows you to search by the Contact Name.
A button that shows either All the contact records or just the Rep Link ones.
An Analyse Contacts button that when clicked displays the contacts by relationship type on a overlay window.
The Contacts Records Explained
You can click on the name of a contact to go into the Contact Page, or you can click on the email to open your default email client with the email address already entered into the email address field. You can also click on the company code to go into the Company Page. On the right hand side you can edit contacts by clicking the edit button.