http://wiki.qbis.net/ 2010-02-21T22:57:26+00:00 http://wiki.qbis.net/ http://wiki.qbis.net/lib/images/favicon.ico text/html 2010-02-10T15:47:06+00:00 Quest http://wiki.qbis.net/doku.php/qbis_toolbar?rev=1265816826&do=diff The QBIS tool bar will give you access to the most common functions of a QBIS system: Home: Return to the Home page of the QBIS system Contacts: Pop up the “Search for a Contact and Add Contact” form New Task: Pop up the New Task wizard Task List: Show the tasks list in the current window Calendar: Show events and meetings in an Outlook like calendar Bookings: Allows you to enter a booking onto the system Projects: Allows you to organise your tasks into manageable folders My Pr… text/html 2010-02-10T15:44:31+00:00 Quest http://wiki.qbis.net/doku.php/qbis?rev=1265816671&do=diff Welcome to the QBIS Wiki! Here we hope we can answer any questions you may have with using QBIS. For more general information on QBIS please just pop over to the main web site on <http://www.qbis.net/> or have a quick read of our About QBIS section or have a quick look at our QBIS Overview Screencast text/html 2010-02-10T15:44:20+00:00 Quest http://wiki.qbis.net/doku.php/qbis_tool_bar?rev=1265816660&do=diff . text/html 2010-02-10T15:43:18+00:00 Quest http://wiki.qbis.net/doku.php/your_profile?rev=1265816598&do=diff You can access your profile settings either by clicking on the button on the QBIS Toolbar or by selecting the option in the QBIS Utilities menu. On this page you can set up the defaults for new tasks, choose what time to start your day at, default time increments and the default people to send texts and messages to. You can also specify how to roll over tasks by default as well as setting up the default views for the various QBIS forms, such as Task List and Calendar. text/html 2010-02-10T15:42:41+00:00 Quest http://wiki.qbis.net/doku.php/sending_emails?rev=1265816561&do=diff Before you can send an eMail in QBIS you must enter your eMail server settings into the system. You can do this by clicking on Administration at the top of QBIS and then clicking on Account Settings. Here you will see fields to enter your eMail server details into. These are the address of your eMail server, a log in name, a password and the default “from” eMail address to use. If you don't know these, then ask your eMail server provider for this information. text/html 2010-02-10T15:39:06+00:00 Quest http://wiki.qbis.net/doku.php/getting_around?rev=1265816346&do=diff QBIS is a web based application. This means, hopefully, all you need is a modern browser. A keyboard. And a mouse! After you have logged in to QBIS you will see the main home page. From here you can access various areas by clicking on one of the buttons at the top of the screen. text/html 2010-02-10T15:38:35+00:00 Quest http://wiki.qbis.net/doku.php/searching?rev=1265816315&do=diff Searching allows you to explore links and relationships within your QBIS database. For example, you may want to search for a contact and then find all the tasks, notes, companies, etc that are associated with them. To do this, go to the Home page or else select the “Search” option on the Utilities menu. Now enter a keyword in the Search box and click Search. text/html 2010-02-10T15:37:19+00:00 Quest http://wiki.qbis.net/doku.php/micropayments?rev=1265816239&do=diff The QBIS pricing system charges micropayments on a Pay as You Use basis, so if you only use 75 pence of service for a week, that’s all you pay! You also don't have to pay anything to look at or amend any of your data in QBIS. So if you create 100 contacts, that will cost you a pound. But if you only ever look at them again, or just change them, that's free. text/html 2010-02-10T15:12:00+00:00 Quest http://wiki.qbis.net/doku.php/logging_in?rev=1265814720&do=diff Logging In Screencast showing how to log in. Best viewed in fullscreen mode ... Manual Instructions Open up a browser and go to <http://www.qbis.net/portal/> You will then be presented with the QBIS login page: Enter your account code, your user name and your password for this account. Your account code is assigned when you register for QBIS. If you have lost it, you must contact us as soon as possible. text/html 2010-02-10T15:10:53+00:00 Quest http://wiki.qbis.net/doku.php/sales_and_leads?rev=1265814653&do=diff The QBIS Sales Management tool is a sales and lead-tracking Web based application. QBIS is also admirably suited to track and manage most business processes, where security, audit tracking and multiple project management are crucial. Unlike most other software offerings, QBIS does not force organisations to adapt their internal processes to fit in with the solution. text/html 2010-02-10T15:10:47+00:00 Quest http://wiki.qbis.net/doku.php/about_qbis?rev=1265814647&do=diff Growing your business one task at a time. QBIS is a multi-dimensional Business Process Management engine. It enables an organisation to build focussed, powerful, fully secured, CRM, Task and Project Management and Workflow Processes, to control and manage the entire business function, across a single or multiple enterprises. With QBIS you can accomplish so much, within the one application all linked to the one set of data. You can even use the inbuilt VOIP telephony to make calls! text/html 2010-02-10T15:10:12+00:00 Quest http://wiki.qbis.net/doku.php/sales_management?rev=1265814612&do=diff For a quick walk-through have a look at the Sales Management Screencasts.