The Recently Viewed module is the best way to access all the events, contacts, etc., that you’ve recently been working on. This includes newly created items and previously selected items. To access it, hover over ‘Recent’ on the Navigation Bar.
Your company will be assigned log-in IDs and passwords. The number of log-in IDs available is based on your contract agreement.
You are able to control what your users see and do in a variety of ways.
Custom statuses are user-defined statuses for events.
Total Party Planner allows you to customize many items within the system to fit your business needs.
Learn about the different admin functions.