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1. Najprej izberi tip Zgoraj izberi eno od možnosti: Change Request – želiš spremembo ali novo funkcijo. Help – potrebuješ pomoč ali pojasnilo. Bug – nekaj ne deluje pravilno. Polja se prilagodijo izbranemu tipu zahtevka. Če izbereš Bug Priority...

The Address Book is the central hub for managing companies, departments, and individuals within Dewesoft CRM. It forms the foundation of your CRM data, enabling a clear and hierarchical view of your business relationships. This chapter outlines how the four k...

The Dashboard section provides a customizable workspace where users can create and manage visual dashboards tailored to their sales and marketing activities. The user's Dashboard is the initial view users are presented once logged into the Dewesoft CRM. Addit...

This guide explains how to correctly fill out each field in the “Add Received Invoices” form. Prerequisite requirements  Partner company must issue the invoice. The invoice and the leader accounts must already be created in the ERP. Received Invoice Infor...

This page can only be accessed by department leads. The time management portal is used by leads of HR departments (i.e. team leads) to manage attendance events and approve/decline attendance requests of employees. It can be accessed from the HR module as "Wor...

When you receive a new attendance request, it will appear in the "Workflow approvals" section and in the "Coworkers workflow".  Review it and approve/decline it accordingly. When a new attendance request is submitted by your employees, the system will se...

In some cases, an employee is unable to submit a request due to certain exceptional reasons (e.g. illness). In those cases, you can submit one for them. You can do this in two ways, directly by clicking on the calendar, or by selecting the "Add request" butt...

At the end of the month, you will be responsible for confirming the entire monthly balance for every employee. Approving the month will also lock the monthly period. Once a month is locked, corrections can no longer be made, as the data is sent inly salary cal...