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Table of Contents
Welcome to the Call2Field Help Centre
The Call2Field Help Centre is designed to help you get the best out of Call2Field. Below are links to some useful pages to help you get started, as well as a table of each Module:
Logging In
Getting Started
Call2Field Mobile
Customer Portal
How To Guides
Latest Version - 9.4.0.5 - Release Notes
Modules
| Module Name | Sub Modules |
|---|---|
| Customer Module | Customer, Site, Equipment, Contract, Manage PMs |
| Call Module | Call, Field Report, Monitor, Mapping, Diary, PPM |
| Stock Module | Parts, Supplier, Stock, Sales Order, Purchase Order, PO Invoice, PO Returns, Audit, Move, Adjust |
| Quote Module | Quote |
| Invoicing Module | Invoice Generation, Invoice Manager |
| Reporting | Live Dashboard, Run Reports, Design Dashboard |
| Design | Design Questions, Design Custom Info |
| Sales Module | Company, Activity List, Opportunities |
| Codes | Codes |
Settings
The Settings sections can be accessed by clicking on your username on the top-right corner. They are split into the below categories:
| Section | Sub Section |
|---|---|
| Account Settings | General Account Settings, SMS, Postcode Lookup, Email |
| System Settings | General System Settings, View Licence, Logged In Users, Call Note Logging, Mobile, Accounting, System Email, Portal Users, Portal Email, Sales Settings, Customise Mobile, Customise Portal |
| Change Password | Change Password |
Further Reading
Recommended System Requirements
How To Guides
For any help or queries, please contact support@redzebrasoftware.com
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