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.