22 docs tagged with "platform-shell"

How a user attaches, replaces, downloads, and removes the file or picture held by a record's field.

How Parsware support works the ticket queues in the Parsware Support app — pick up a new ticket, reply, keep a note to yourself, hand it back to the customer, and mark it resolved.

How a salesperson calls a contact, an account or a lead in Microsoft Teams from Parsware Sales, and records how the call went.

How a user sees a record's owner and hands the record to another person or to a team.

How a user finds the work waiting for them, studies what a decision is about, and completes a task with an outcome.

How to read, search, and move around a page that shows records as a tree rather than a list — expanding, selecting, searching, and opening one branch on its own.

How to open a support ticket from your parsware.com account, follow the conversation, attach a file, and close the ticket when it is answered.

What is in the Parsware Sales app, where to find leads, customers and activities, and how the timeline ties them together.

How to load a CSV file into a table — choosing the file, saying which column is which field, and correcting the rows that did not import.

How a salesperson records an email, a phone call, a task, an appointment or a note about a customer, and marks it complete.

How a user opens a registered Custom React App from the Platform Shell.

How a user opens an app installed in their current environment from the Platform Shell.

How a user finds and reads the guides an app brings with it, from the Help menu or a button on a screen.

How Parsware's finance and support staff read orders and payment events in the Parsware Commerce app — what the card path writes on its own, what the invoice path needs by hand, and what to do when a payment fails.

How a user reads a record's timeline, narrows it to one kind of item, opens an item, and adds a new one.

How a salesperson writes and sends an email from Parsware Sales, sees whether it went, and sends it again when it failed.

How the first administrator of a new Parsware tenant uses the link in the welcome message to choose a password and sign in.

How a user signs in to the Parsware Platform Shell to reach their apps.

How a user changes which environment the Platform Shell is working in.

What a Parsware tenant can still do after its trial ends, how long its data is kept, and how subscribing restores it unchanged.

How a salesperson picks up a new lead, keeps its state up to date, and links it to the account and contact it becomes.

How a user creates, edits, deletes, searches, and sorts records in a table's view grid.