FAQ

Default solution folder, feel free to edit or delete it.

How to start with Application?
Once you purchase application You Will gets your own URL (Application live link) like abc.caoa.co.in, & will provide you one default Administrator User...
Fri, 18 Mar, 2016 at 4:43 PM
How to transfer Clients, Tasks, Subtasks, Employee, Document Names & File Labels?
To transfer bulk data like Client list, Employee list, Task list, Subtask list, Department List, Document Name list, File label list, we will provide you E...
Fri, 18 Mar, 2016 at 4:45 PM
How to start task? How to set Reoccurrence task? How to start single task? How to assign Task to employee?
There are two way to assign task. 1) From “Set Reoccurrence task” 2) from “Start single task”. 1) Set Reoccurrence Task From This page you c...
Fri, 31 Aug, 2018 at 5:24 PM
How to Enter Document in application?
There are three way to enter clients documents in application. Through Inward – If client send you documents (Through Currier, Personal, FAX, Email or fro...
Fri, 31 Aug, 2018 at 5:26 PM
How Inward cycle works?
We have develop Inward Procedure with logic as below, One person in your office taking Inward Now He/She will generate inward for respective client, he...
Fri, 31 Aug, 2018 at 5:27 PM
How to get particular reports?
 Below are the reporting pages available in application. From Any pages you can narrow your search by using filters. And you can export data to Ex...
Fri, 18 Mar, 2016 at 5:13 PM
How to send Email/SMS to client? Or How to send Email/SMS to Multiple clients?
You can send Email & SMS to clients on his/her registered Mobile Number or Email address. There are two way as below, through Outward Using out...
Fri, 31 Aug, 2018 at 5:30 PM
How to get remaining payment list? & How to Notify clients for all remaining payment?
  From Account---->Bill/Invoice---->list page or Account àPending list page, you can get data of all remaining payments. & From Account---...
Fri, 31 Aug, 2018 at 5:33 PM
How to get all incomplete or complete task lists?
  From Employee--->Time sheet---->Task wise or Task---->Task Information In both above pages you can filter data with particular task status, ...
Fri, 31 Aug, 2018 at 5:35 PM
How to get client wise ledger report?
  From Account--->Bill/Invoice--->list page, by selecting particular client from filter you will get all payment information related to client. ...
Fri, 31 Aug, 2018 at 5:36 PM