System-Wide Common Functionality

⚙️ The Daai Business Suite is designed with a consistent layout and shared functionality across all modules — whether you’re working in HRM, Finance, CRM, Billing, or Reporting. This article explains the common features, buttons, and views you will find throughout the system.

🔑 Login

• Use the login credentials provided in your Welcome Email.
• Enter your Username (Email ID) and Password.
• After successful login, you will land on the Dashboard with the main navigation menu on the left.

📂 Main Menu

• The Main Menu is always available on the left-hand side.
• It gives you quick navigation to:
  • Any module — CRM, Billing, HRM, Finance, Users, Reporting.
  • Settings — Config Wizard, Primary, Leaves, Salary, Attendance, Currency, Dropdown Settings, Holiday, Catalog Categories.
  • Profile picture / name at the bottom of the sidebar — opens your User Profile (where you can change your password) and Logout.
• This menu stays fixed, so you can switch modules anytime without leaving the system.
• Modules and sub-items appear only if your role has the relevant permission.

🔍 Global Search

• The Search Box is available at the top.
• Type any keyword → the system will show all matching records from the current module.
• Search uses loose matching, meaning partial keywords will still return results (not just exact matches).

🛠️ Actions (Import, Export, Convert)

Most modules provide an Actions dropdown with system-wide utilities:

• Import → Upload pre-filled CSV/Excel files into the system.
• Export → Download records from the system to CSV/Excel.
• Convert → Change records from one type to another (e.g., Leads → Prospects in CRM).

🖲️ Common Buttons

Across all views and modules, buttons are color-coded and consistent:

• Add → Create a new record.
• Edit / Update → Modify existing records.
• Delete → Remove a record (if not linked to another record).
• Close / Exit → Leave the form or view.
• These buttons behave the same way everywhere in the system.

📑 Views

Each module supports multiple views of records:

1. List View
   1. Displays records in a grid/table format (like Excel).
   2. Supports filters, sorting, and column customization.
2. Detailed View
   1. Opens when you click on a record.
   2. Divided into tabs:
      1. Details → Shows main information.
      2. Media → Stores documents, images, or files attached.
      3. Change Log → Tracks all modifications made.
3. Edit View
   1. Allows adding new records or updating existing ones.
   2. Often includes sub-sections to add multiple items.

📝 Change Log Tab

• Available in Detailed View (if your role has the relevant permission).
• Shows:
  • Field changed (old value → new value).
  • Who made the change.
  • Timestamp of the change.
• Maintains a permanent audit history of modifications.

🗂️ Media Tab

• Found in Detailed View of records.
• Stores all files (images, documents, videos) linked to that record.
• Users with permission can:
  • Upload new files.
  • Rename or update description.
  • Delete existing attachments.

🎛️ Filters, Sorting & Columns

1. Filters
   1. Narrow down data in list views.
   2. Supports both predefined filters and keyword-based filtering.
2. Sorting
   1. Sort records by any column (ascending/descending).
3. Column Show/Hide
   1. Customize your grid by selecting which columns should be visible.

✅ Summary: The Daai Business Suite interface is consistent across all modules, so once you learn how to use the system-wide features — like search, filters, actions, and views — you can apply them everywhere. This design ensures ease of use, speed, and accuracy when managing company data.