Download Quick User Guide - VohCom Software Inc.

TABLE OF CONTENTS
LOGGING ON ..................................................................................................................................... 3
HOME WINDOW ................................................................................................................................. 3
Finding Client Information...........................................................................................................11
ENGAGEMENT WINDOW .................................................................................................................12
Setting Up a Quick Engagement ..............................................................................................12
Linking Documents and Programs ............................................................................................16
Finding Client Information While In an Engagement .............................................................18
Setting Engagement Importance .............................................................................................20
Accessing Applications ...............................................................................................................21
Linking items from your previous system ...................................................................................23
Communicating Internally About Your Task ............................................................................26
Communicating Externally About Your Task............................................................................36
Using Quick Engagements with Phone Calls ...........................................................................41
Utilizing the Recent Engagements List ......................................................................................42
TIME SHEET .........................................................................................................................................44
Tracking Time ................................................................................................................................44
Finalizing Your Time Sheet ...........................................................................................................45
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