How To Manage Tasks

1. Navigate to the sandwich menu in the top right-hand corner of your screen to view your shortcuts.
2. Click 'My Tabs'
3. Filter workflow objects (Quote, Sales Order, etc.) and by user.

Related

How-tos

How To Add Users

Setup

How To Hide Resale and Cost from a User

Setup

How To Run Reports and Create Bookmarks

Setup

How To Set a Due Date for a Workflow Task

Setup

How To Set Up Company Info

Setup
Blog Posts

Choosing the Right Hosting Model for Your ERP

Apr 13 2017

How to Customize Output Documents in Cetec ERP

May 13 2020

Automating Excel Spreadsheets With Web-Based ERP and API Data Links

Jun 21 2020

Using Valid IP Range Settings to Control Cetec ERP Access

Aug 2 2021

Cloud and Resident Hosting Options for Cetec ERP

Aug 11 2021
Docs
Cetec ERP Setup & Configuration
Setup
Workflow & Collaboration
Setup
Cetec ERP Data Tables & Data Maintenance
Setup
User Access Control & Customized Roles
Setup
Suggested User Role Assignments
Setup