_Inclusions library

_DatabaseDiff

Database view http://help.phocassoftware.com/display/DOC/Database+view is a user-based view of databases, accessed via Administration > Users (from the Phocas menu), whereas Administration > Databases provides access to options for managing databases.

_ActionsMenuAccount

Export  > Actions > Add/update account, as shown:

_ActionsMenuMeeting

Export http://help.phocassoftware.com/download/attachments/7996476/export.png?version=1&modificationDate=1414377786043&api=v2 > Actions > Add meeting, as shown:

_ActionsMenuNote

Export http://help.phocassoftware.com/download/attachments/7996476/export.png?version=1&modificationDate=1414377786043&api=v2 > Actions > Add note, as shown:

_ActionsMenuPhoneLog

Export http://help.phocassoftware.com/download/attachments/7996476/export.png?version=1&modificationDate=1414377786043&api=v2 > Actions > Add phone log, as shown:

_ActionsMenuTask

Export http://help.phocassoftware.com/download/attachments/7996476/export.png?version=1&modificationDate=1414377786043&api=v2 > Actions > Add task, as shown:

_MoreConfluenceInfo

More information: Atlassian's Confluence User Guide

_DraftNote

This page is a draft. Content is incomplete. The page is not yet publicly available. Contact Helen Gosper for more information about this draft documentation.

_AccessingCRMfromPhocas

To add an activity or to add/update an account directly from Phocas, select Export http://help.phocassoftware.com/download/attachments/7996476/export.png?version=1&modificationDate=1414377786043&api=v2 > Actions >

_NoteVersion

This documentation relates to an earlier version of Phocas. View  or visit the current documentation home.

_InternalNote

The page is not yet publicly available. It is available to logged in Phocas staff and users logged in through the 'Guest' account.

_2016_Note

This page (and child pages if relevant) is either earmarked for revision for Phocas 2016, or it is a work in progress. Contact Helen Gosper for more information about the page, or with suggestions about content.

_Create more screen space by hiding status and dimensions

 To generate more space on your screen, use the Options menu to temporarily hide the Status bar and the dimensions list.

_New_Include snippet pages for 7

_Temp internal note re screenshots

Screenshots on this page, and child pages, may still show v6.6. The page will be updated as soon as possible.

_Academy pointer

academy@3x.png

_Finance db note

Note that you may already have access to a 'GL' or similar database in Phocas, but unless it was created specifically as a finance database it will behave as a standard database without any of the financial reporting elements. 

_Financial statements calc methods

Calculation methods used by Phocas for financial statements modes

_Transform tip

You can use 'transform' to:

_Custom mode window in period stream mode

Note about custom mode columns in period stream mode

_Inclusions using new editor

DRAFT nav page excerpts

Note this video was recorded before the new side menu was released, so some some steps look different.