Find your way around CAPPS
The CAPPS screen has a menu on the left, a header at the top and the work area. The menu entries depend on your permissions: you only see the screens you can access.
The side menu
The menu is collapsed by default (icons only). Hover over an icon to see its name, use the Expand menu button to show the labels, or use the pin to keep it open.
| Entry | What it is for |
|---|---|
| Dashboard | Overview of your activity |
| Sales Management | Quotes, orders, invoices and sales tracking |
| Customers, Products & Services, Suppliers | Your records and catalogs |
| Agency Accounts | The branch team |
| Accounting operations, Accounting governance | Bank, cash flow, fiscal years, checks |
| Profiles and rights | Each user's permissions |
| Automatic reminders | Tracking of customer payment reminders |
| Company preferences, Company settings | The branch settings |
| My settings | Your personal preferences (always available) |
| My Profile | Your information and your password |
On a phone, the menu opens as a drawer and the entries are grouped under Main, Management and accounting, Follow-up and Settings.
The header
- On the left: your branch's date and time.
- In the center: Recent Documents (the Recently viewed window), Search, Fullscreen and the Notifications bell. On a narrow screen, the first three are grouped under More actions.
- On the right: your account badge (see Log in and choose your company or branch), the language, dark mode and Logout.
Search for a document, a customer or an item
Click the Search magnifying glass in the header. The QUICK SEARCH window opens.
Choose the category: Documents, Customers or Items and Services.
Type at least 2 characters, then press Enter or click Search.
Only the categories whose screen you can open are offered. If there are none, CAPPS shows No search available with your permissions.
Shortcuts
The floating Open choices button opens the Shortcuts window: Sales Dashboard, New Invoice, New Estimate, New Customer, Log out, and more. You can move this button (Change position) and choose your shortcuts in My settings, SHORTCUTS tab.
Creation shortcuts only appear if you have the Create and edit permission. If the window shows No shortcuts: choose them in My settings › Shortcuts., select the ones you want in that tab.
When a screen is denied
Access denied: you do not have permission to open this screen.: you followed a link or typed the address of a screen that is not part of your permissions. CAPPS takes you back to the first allowed screen in your menu, or to My settings. If you need this screen, ask your administrator. See Adjust permissions with profiles.
Read only: you do not have permission to create or edit.: your role or profile only allows viewing.