 \# Written by Training Admin | Last published at October 30, 2022 \# There is also a possibility to set up date format for Callouts on the system.  To configure this feature, please follow the next steps For example, we are going to add ‘CRM TODO list’ to our Callout.

Setting Up Date Format for Callouts

 Written by Maryna Yevsiukova | Last published at May 05, 2025 For easier navigation and quicker access to the most frequently used tabs / submenus/ tasks, you can use predefined Callouts and Shortcuts.  Callout – a shorter route to a particular field on a tab or a submenu that is used most often with saved filters (both default filters and personally applied filters) and with timely updates of its number/status.

 Callouts & Shortcuts

 \# Written by Maryna Yevsiukova | Last published at September 22, 2025 \# # Dynamic callouts are a type of callout that is associated with a dynamic date.  This allows for the display of up-to-date information that is relevant to the current day.

Dynamic Callouts

 \# Written by Training Admin | Last published at October 30, 2022 \# You can share your Callout with someone else or create a similar Callout for someone else within your organization.  !

Share Your Callout / Create a Similar Callout for Someone Else

 \# Written by Eugene Gursky | Last published at July 31, 2023 \# Callouts can be also used to configure repeated email notifications of the Callout result/list based on the user configuration.  To configure email subscription navigate to Preferences => Manage Callouts or List View Filters => Manage Callouts.

Callouts Email Subscription

 Written by Training Admin | Last published at November 13, 2023 \# Callouts & Shortcuts help to quickly access the information relevant to you.  You may want to set-up a Callout or Shortcut to customise your workspace and create easier navigation around your ERP platform, add quicker access to the module you work most on and receive timely updates of your tasks.

 Callouts & Shortcuts (incl. video tutorial)

 \# Written by Eugenia Netyksha | Last published at November 13, 2023 \# In order to access all callouts within a company please go to Settings> Configuration> Features> All Callouts In the list view you can search a callout by an “Alert name” (name of a callout) or use any filter to find a needed callout, for example by user's name 

How to access all callouts within a company

 Custom colour filter

Callouts & Shortcuts

Intserv

Docs

Public Docs

Landing Page

Create a Support Ticket

Support >> Prepaid hours

Support >> Time and Materials (T&M) billing

Zoom Recordings

Support >> Process of a task

System Upgrade Scheduling Guide

AI Support Task user guide

Support System (Intserv)

Understanding Production (PRD) and Development (DEV) System URLs

Two-Factor Authentication (2FA)

System Access

Main Menu Guide

Operations Menu Guide

Data Record Navigation

Advanced Search Functionality (incl. video tutorial)

UI features (updated regularly)

General System Introduction - video tutorial

System Navigation

Excel printed reports and 404 errors in Edge browser

Alternative PDF printing reports in the system.

Troubleshooting

 Filters and Group By

Share Your Filter

Filters & Group by

Reporting Module (Excel Pivot View)

Preview Button on List Views

Dashboards

Analysis Reports

System Features

System UI

Accounting

Sales

Purchasing

Warehouse

Manufacturing

Project

Ecommerce

User guiding sequence

User Creation & Deletion, User Passwords (incl. video tutorial on changing passwords)