No Flash

Workflow Desktop Designer


The Workflow Designer provides an intuitive interface, allowing you to create the appropriate desktop for each user or user team. Each panel size can be defined and a Desktop Object assigned within the panel, with a range of properties that can be set for that object, including options to view or hide selected information, as well as provide filters to allow dynamic selection of data to be viewed on the desktop.

A security function is provided, which enables you to define which users have access to each "Desktop View". Users are then able to easily select which of the available desktops they wish to access or have loaded automatically when they log into Greentree.

Desktop Examples

Financial Desktop

A Financial desktop enables you, and your management, to see the current status of your critical financial information in one glance, such as all financial totals, total bank balance, customer and supplier ageing reports and balances. Having 'up to the minute' information on the desktop, without waiting till month-end, provides all the pivotal information in one view, allowing more informed business decisions.

From this desktop you can also save time on financial reporting.You can simply launch ageing reports directly from within the financial desktop, providing immediate and current reports from which to gauge the status of your business.

Distribution Desktop

A Distribution desktop enables you to see the current status of your critical business information in one glance, such as the current inventory and all outstanding sales orders and purchase orders for immediate tracking. If using the Sales Order module, the desktop can also show the status and date of every packing slip in the system, highlighting the overdue orders and allowing you to “drill-down” to see each individual item.

Job Costing Desktop

Your desktop can display an instant view of all job costing totals providing an effective and efficient system for managing jobs and projects. Key indicators include the totals of job sales and job costs and detailed information on the labour and inventory costs based on the period to date.

Supply Chain Management Desktop

A Supply Chain Management desktop can include details of requisitions raised, outstanding purchase orders, as well as sales orders and packing slips, and for visibility of pending demand, may include active sales quotes.

Customer Relationship Management (CRM) Desktops

When using the many CRM modules, a number of specific Desktop Objects are appropriate and can be added to your desktops including open communications, sales leads, quotations, appointments, sales follow-ups and Most Recently Used functions.

Collections Desktop

This desktop will provide details of your open collection communications, collection follow-ups and open team collection communications, as well as Favourites, Bookmarks and Most Recently Used organisations and contacts.

Fund Raising Desktop

This desktop includes all pledges, open communications and follow-ups, as well as Favourites, Bookmarks and Most Recently Used organisations and contacts.

Service Request Daily Scheduler

This tool provides a planning board to detail the day’s scheduled service requests by individual technician or group.This would typically be provided to each technician so they have visibility of their daily schedule for any calendar day. Service supervisors have access to all technicians’ schedules with a filter to view selected technicians’ workloads.

Support Calls and Service Requests Desktops

Drawing information from the CRM Support modules, a range of workflow panels may be created to show outstanding support calls for individual staff, teams or the overall company. As calls are entered into the system or updated by any user, the information is immediately updated on any relevant workflow screens across the organisation. A service manager can view all support calls or service requests by user or group and move these between technicians.

Tools that augment the support calls and service requests desktops include the service request daily scheduler tool to detail the day’s scheduled service requests by individual technician or group and the service request graphical planner that provides a graphical view of all service requests across time and service technicians, with the capability to “drill into” the request for more information or to reassign/reschedule by dragging and dropping on the planning board.

Service Requests Graphical Planner

This tool provides a graphical view of all service requests across time and service technicians, with the capability to “drill into” the request for more information or to reassign/reschedule by dragging and dropping on the planning board.