TRANXACT.AI Training

From the paper back to the record

Document Retrieval: scan the QR code on a printed material document to see what it moved, open the document and read its attachments.

The paper that travels with a pallet is the fastest way back to the record — if the record can be reached from the paper.

Practical · 4 minutes · 3 steps · 2 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

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Practical Leads from an applicant-tracking system CRM → Leads and Lead Contacts: import the two files Ceipal and its kind export, keep each person’s first and last name apart, and convert a lead with its people. 5 minutes · 2 questionsOpen

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

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