SCALERP guides
Internal organization
Team tasks, reminders, documents, and notes.
Guides in this category
Organize tasks, reminders and internal documents
Find shared information and actions to take in the Essentials tools.
Share a team document
Find the file in Documents and verify the version.
Schedule an appointment
Open the required date in Appointments and create an entry with a recognizable subject.
Prepare an appointment document
Open the appointment and check subject and customer before composing the document.