Via the Resources menu, you have access to all the data needed to set up your operations. Here, you can set up and manage:
Click the links above to learn more about each Resource.
Important Usability Note: On many of the data tables displayed on the Web Portal, the column headers will feature a “Filter Funnel” icon:
As your data grows in size, the filters can become an invaluable tool as they allow users to quickly filter only the data most relevant to their needs. For example, a customer list may be thousands of rows long, but you just need to view a single or small subset of customers. The Filter Funnels provide this functionality. The filter option can either search a partial string value (“Contains”) or an exact match (“Equals”). Be sure to click the Clear button to remove the applied filter.