Filtering in Maatdesk
Filtering helps you find the results you are looking for in a more efficient way. Maatdesk offers an application-wide filtering system so you don’t have to waste time searching manually and get accurate results based on selected filters. This guide provides an explanation of the most common filters that exist in Maatdesk and how to…
maatdeskadminGetting started with Accounts
With Maatdesk, you can easily manage your firm’s accounts in just a few steps. In this tutorial, you will learn the basics of working with the Accounts module. Table of contents Creating an Account Editing an Account Deleting an Account Creating an Account To start creating a bank account: Go to the Accounts window and…
Getting started with Tasks
In this tutorial, you’ll learn the basic steps of working with Tasks so you can assign tasks to users or contacts and set their priority or status, or set reminders for them. Table of contents Creating a Task Adding reminders Setting the due date Editing a Task Marking Tasks as completed Mark a single task…
Getting started with Contacts
In Maatdesk, each contact will contain all the client information, for whom matters; transactions, payments, among other elements that can be created. In this tutorial, you will learn the basics of working with Contacts in just a few steps. Table of contents Creating a Contact Resending an Invitation Editing a Contact Deleting a Contact Creating…