Home Screen

How does the "Home Screen" works?
The home screen has quick accesses that will make it easier for you to carry out most of your activities within the platform. It's divided in 3 sect...
Fri, 13 Jul, 2018 at 11:08 AM
Where to start and how to configure Osmos for my business?
CONGRATS! You are almost ready to start using Osmos, you'll just need to customize a few features. But don't worry, setting up your Osmos acco...
Fri, 13 Jul, 2018 at 12:08 PM
What is it for or what does the yellow lightbulb indicates on the top screen?
This icon will show you a list of leads and clients with pending tasks. If you want to see your pending tasks detail click on "View all". ...
Tue, 17 Jul, 2018 at 6:44 PM
What is it for or what does the purple calendar indicate at the top of my screen?
This icon will show you all the scheduled reminders. These are usually appointments, meetings, and conferences. TIP: To learn more, go to What are ...
Tue, 17 Jul, 2018 at 6:47 PM
What is the blue exclamation mark on top of the screen?
  The blue exclamation mark (!) displays all products under re-order control. It will be really useful notification if you want to keep an eye on inventory...
Tue, 17 Jul, 2018 at 6:51 PM
What is the green message box on top of the screen?
This box will display important messages sent from our team at Osmos. Any offer or notification will be displayed here. 
Tue, 17 Jul, 2018 at 6:54 PM
What is the bell on top of the screen for?
 The bell shows important notifications to the user. These notifications can be identified in 3 types: 1. Client notifications from your customer intera...
Tue, 17 Jul, 2018 at 7:06 PM
What does the red envelope located at the top of the screen indicate?
This icon shows you the emails that have not been read and are pending review. This only applies if you have configured your email account within Osmos (IMA...
Tue, 17 Jul, 2018 at 7:07 PM
How can I use the home screen and its searching engine?
This is a very practical screen, it will save you a lot of time on the searching. To perform a search, follow the steps below: 1) You can search by: Ent...
Tue, 17 Jul, 2018 at 7:10 PM
What are the quick accesses?
In this section you can have quick access to basic functions. Here you can perform the most frequent operations with a single click. TIP: Here you wi...
Tue, 17 Jul, 2018 at 7:12 PM