zipTip: The Navigation Bar

The ziForm Plus navigation bar is where you can find different areas of the application.  What do you find under each option?

Dashboard Review transaction details in your dashborad along with many other useful options such as create a new transaction, manage transactions and view forms.
Transactions Review all transactions, edit, delete, import/export, and create new transactions using various property types
Templates Review all templates, edit, delete, import/export, and create new templates using various property types
Tasks Review urgent tasks and statuses for all your transactions, edit, delete and diplay these tasks in a calendar view.  You may also view any cloud-based calendars you currently access such as Google, MS Live and Office 365.
Contacts Review parties involved for all your transactions, edit, delete, create new and import/export.
Partners Review zipLogix growing list of partners.  Their zipAlliance Partnership program is designed to provide you with products and services that will save you time and money (note: BCBR makes no warranties on any of these partners)


Live, on-line training performed by zipLogix trainers can be found here.  Training can be narrowed done by level of expertise.