Top 5 Ways To Get The Most Out Of CrossConcept Continuum PSA!

September 26, 2019

In today's blog, we look at some new & existing processes you and your team can leverage in CrossConcept Continuum PSA to help increase overall efficiency!

 

Taking the inevitable leap and purchasing an innovative software product that can in essence run your entire professional services business is no doubt an exciting venture. CrossConcept Continuum PSA software is used by a wide range of people across multiple industries with the intent of streamlining operations an increasing bottom-line revenue. We love helping our clients and interested prospects with understanding the many ways they can get the most out of CrosConcept Continuum.

 

A lot of these best practices come from how CrossConcept Continuum should be used efficiently when we designed our innovative solution in the first place. Many come from ideas and approaches that you, our clients and our prospects have shown us along the way. A lot of these ideas may already be familiar to you, but we expect you’ll find an unexpected process or two that could help you make your experience with CrossConcept Continuum richer and more efficient. 

 

To make this possible, we had the pleasure of discussing with one of our Senior Technical Consultants "Mauricio Apontes" his take on the top 5 ways to get the most out of CrossConcept Continuum PSA:

 

 

Capture your efforts in real-time


Are you constantly working on multiple tasks at a time? Or would you like to register your

working time up to the minute? If that is the case, CrossConcept Continuum includes a convenient StopWatch feature, which allows you to start a timer when you start a task. Once the task is concluded, just stop the timer and you will have the spent effort already captured up to the minute! Then you can just push it automatically to your Timesheet to be submitted for approvals. You can use as many simultaneous timers as required, and keep these records up to seven days in the past.

 

 

Bookmark your reports


Given that CrossConcept Continuum offers a wide range of out-of-the-box reports and

dashboards that you can use to analyze the performance of your organization, it is useful to customize your views and organize your panels as desired. This way, every time you access the solution you will be presented with your own layout ready to be consumed, either online or by exporting to PDF/Excel. Once you have a report layout that you would like to re-use, you can just bookmark it with a single-click and then arrange your home dashboards so it is always included inside the panel of your choice.

 

 

Schedule your working days


CrossConcept Continuum allows you track the effort you spent working on your day-to-

day activities, but it also allows you to plan ahead and organize your working days in the future. With the Time Schedule functionality, you can create single and recurrent events across the weeks or months in the future, based on your anticipated workload. Then, once your selected time period is planned, you can push those events into your Timesheet with just 1 single click. This will avoid duplicate entries and manual updates in the Timesheet prior to the submission for approvals.

 

 

Create your records with 1 click


Based on your profile, you could have the ability to create new records in CrossConcept

Continuum, such as new Clients, Opportunities, Projects, etc. With the Quick-Create functionality, you are allowed to generate these new profiles with just 1 click and from any screen inside the platform, without having to navigate to each entity summary grid. And even if you are only using the solution to track your time entries and expenses, this functionality will also allow you to create those records in a quick manner. The menu is always visible at the top of the screen, so this will be accessible all the time.

 

 

Access your recently used records


As you work with multiple records and entities in the solution, you may want to access

them again constantly or based on the ones you use and update more often. With the Recent-Items functionality, you can access the list of your more recently used 15 records and open their profiles with just 1 click. This also has the flexibility to be done from any screen in the solution, since the menu will be always visible for you at the top area. And based on your profile, you will be also able to edit those records if desired.

 

 

Stay tuned for some additional posts in which we will explore some of the more involved tips in a little more detail.

 

 

Why not try a free 14-day trial...

 

CrossConcept Continuum goes beyond traditional PSA solutions available today by incorporating cutting-edge UI technology making the solution more user-friendly, resulting in fewer clicks within the solution and time spent logging data.

 

CrossConcept Continuum has been built from the ground up to integrate with all major accounting systems to seamlessly synchronize projects and accounting within one

unified system. Our innovative PSA solution allows organizations to maximize profitability by integrating connecting projects and financial accounting, enabling you to manage all stages of your project from conception to completion and deliver on your promises.

 

Our solution is a simple, yet powerful PSA solution built with the end-user in mind - fast, flexible, powerful and user-friendly! We are offering all new clients a free 2-week trial with no contract obligations. This is a great opportunity for any business to try out the solution and decide if PSA software is for you!

 

To book a free 15-minute consultation, email: marketing@crossconceptinc.com or call: 1-888-528-3898 x110.

 

 

 

 

 

 

 

 

 

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