Learn how to navigate your way around the user interface and helpful utilities
To Do is a simple tool where all the activities assigned to you and assigned by you are listed. You can also add your own to-do items in the list.
You can store your long notes under this section and also set appropriate permissions for your note.
You can add YouTube and Vimeo videos using the Video DocType.
The Calendar is a tool where you can create and share Events and also see auto-generated events from the system.
You can send and receive messages from the system by using the Messages tool.
Dashboard provides an at-a-glance view of key performance indicators relevant to the business process.
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Assign To is a feature in ERPNext that allows you to assign a particular document to specific user, who needs to further work on that document.
Using Tags is a quick and easy way to classify different kinds of documents in their respective categories.
Kanban Board is a tool which will give you a descriptive layout of your data in ERPNext based on status and a virtual board.
Search Filter is an option wherein you can filter down your search results while viewing a list or a report.
Save Filter is a Tool that will allow you to save certain filters in a document list or a report, so that you can reuse them.
The tool gives you an option to check if the current document is linked to any previous documents and lists down all the forward links.
Access Log is a security feature that logs all data exports by all users in the system.
Duplicate is a feature that helps you to copy values of existing document into a new document.
Using renaming tool, you can to rectify/change multiple document ids at once. This tool is only accessible to the User who has System Manager role assigned.
Using Renaming feature, you can change ID of a master documents like Item, Warehouse, Accounts etc.
Search Filter option allow user to filter records based on value in the specific field of that documents list view and report builder.
Global search is a word-processing operation in which a complete computer file or set of files is searched for every occurrence of a particular word or other sequence of characters.
In ERPNext, you can delete a records if not needed. They can be masters like Items, Customer or transactions like Sales Order, Payment Entries etc.