Header

a user that is logged in to the hyper portal can access the main functions of the system using the top section of a website header contains the following sections 'crm', 'leasing', 'templates', 'workflows', 'cms', 'hyper bi', updates, notifications and user dropdown menu the ' crm ' section is a drop down menu through which the user has access to the pages 'organizations', 'contacts', 'groups' on the ' organizations ' page, the user can see a list of existing organizations, add a new one by filling out a form with the required data and set certain settings for that entity on the ' contacts ' page, you can access and export contacts, add a new contact, search and view a list of existing contacts the ' groups ' page gives access to the group manager where you can see details, members, and the hierarchical relationships of groups through the top menu item ' leasing ' the user navigates to the pages 'calculator', 'contacts', 'settings' information about cash in and cash out is available on the ' calculator ' page, as well as the option to add contracts on the ' contracts ' page, you can see a list of available contracts, the option to add a new contract, and search the list of existing contracts on the ' settings ' page, there is a table with information about the latest updates ' templates ' drоpdоwn menu includes 'emails', 'dоcuments' and 'fоrms' menu items оn the ' emails ' page users can create email templates and see the list оf existing templates ' dоcuments ' here you can manage your documents templates on the ' forms ' page you can manage and edit forms that can be sent to the customers ' workflows ' menu includes 'your dashboard', 'processes', 'tasks' on the ' your dashboard ' page you can manage tasks, as well as general information about the processes, and start the process in ' processes ' you can start all processes at once and view a list of all tasks and processes on ' tasks ' the user can view all tasks that were started previously the cms (content management system) allows to manage entities, typically business objects (e g, vehicles, assets, contracts), that are completely customizable there are two options on the ' hyperbi ' page the first is 'embedded bi' it can be set by the consultant the 'integrated bi' can be configured in hyperportal you can learn more about it here by clicking on the ' updates ' icon, the user will see recent updates from hyperportal by clicking on the ' notification ' icon, the user will see recent mentions mentions can be left under any entity item or process in the 'comments' section in the ' user dropdown menu ' the user has access to the pages 'admin', 'language', settings , help , this option contains helpful articles on hyperportal feature list rоadmap lоg оut