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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, or Projects.
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 (HRM, Finance, CRM, Projects, etc.).
    • Settings (Primary, Salary, Leaves, Dropdowns, Currency).
    • User profile and logout.
  • This menu stays fixed, so you can switch modules anytime without leaving the system.

🔍 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 the user has 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.

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