Table of Contents
Introduction
The home page serves as the entry point to the foreknown app and is accessible by all users. This page is displayed when one has successfully logged in or clicks on the foreknown logo.
The goal of this page is to provide quick access to relevant business objects / data and functions for each role and to display important notes / tasks.
NOTE: The start page is currently only equipped with the widget "Quick Access". More widgets will follow in future versions of foreknown.
Widget: Quick Access
The widget "Quick Access" offers the possibility to access different types of business objects via a search field depending on the permissions (roles) of the current user. Furthermore, new business objects can be created directly from the widget.
Using this widget, with the help of the tabs, the business objects of the following types can be searched for, called up and newly created:
- Customers
- Required role: Customer Manager
- Keyboard shortcut: Ctrl-C (stands for Customer)
- Contacts
- Required role: Customer Manager
- Shortcut: Ctrl-R (stands for Relationship)
- Offers
- Required role: Accountant
- Shortcut: Ctrl-Q (stands for Quote)
- Orders
- Required role: Account administrator
- Keyboard shortcut: Ctrl-O (stands for Order)
- Projects
- Required role: Employee
- Keyboard shortcut: Ctrl-P (stands for Project)
- Tasks
- Required role: Employee
- Keyboard shortcut: Ctrl-T (stands for Task)
- Invoices
- Required role: Accountant
- Keyboard shortcut: Ctrl-I (stands for Invoice)
- Employees
- Required role: Personal Manager
- Keyboard shortcut: Ctrl-E (stands for Employee)
- User
- Required role: Account Administrator
- Keyboard shortcut: Ctrl-U (stands for User)
Under each tab, an intelligent search input field appears, which, when a search term is entered, directly displays the first hits as a drop-down list. After selecting an entry, you jump directly to the detailed view.