The left control panel will give you access to many different functions. Take a minute or two to get familiar with the buttons - it will pay off later.
View Control for Left Panel Menu
This is the view control for the left panel menu. Notice that it is currently on "Clients". The navigation panel on top now shows options for Clients.
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Clients
The Clients button will change the menu options to show you all available functions for working with Clients. To learn more about the clients functions, see: Clients
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Security
Clicking on Security will change the menu options to let you work with all Security related features. To learn more about Security features and setting up security, see: Rolls and Security Settings and also Security
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Configuration
The Configuration button change the menu options to let you work with all items related to configuration, like setting up your company, and configuring the various features. To learn more about Configuration, see: Company Setup and Rolls and Security Settings
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Letters and Reports
Clicking on the Letters and Reports tab will change the menu options to show all functions relating to Reports and Letters. To learn more about Letters and Reports, see: Letters and Templates and Reports
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