The employee screen is used to enter employee information. Employees are people that work at your organization and are the users of this software. Throughout the program numerous items can be related to an employee so it's easy to always filter a list to see what a certain employee needs to do or what a certain employee was responsible for or associated with.
The screen is fairly simple:
- first name
- last name
- organization (type in or select from list)
- notes
Note: You can use this for multiple organizations, however most users of this software are from just one organization.
The activities tab shows related activities.
The opportunities tab shows related opportunities.