Download Quick User Guide - VohCom Software Inc.

ENGAGEMENT SET UP
Using Engagement Templates To Set Up Repeat Engagements
Our basic training introduced you to the key building block of VohCom Page, an
Engagement, or Task. We looked at the Engagement set up window, also known as the
Quick Engagement tool. There is an alternate setup tool available for the creation of
recurring Engagements. Using this tool ensures that there will be a consistency to the
naming of your Engagements. It also guards against setting up multiple tasks for the
same work.
Scenario:
John Smith has brought in the Year End information for John Smith Ltd. for 2012.
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In your Home window:
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Select John Smith Ltd. in the Client drop down menu
Click Client All
Click on the Add Engagements menu in the top bar
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