The Admin Portal in OfficeRnD Flex is where you and your organization set up shop by adding companies, members, contracts, invoices, and other crucial resources. You can begin immediately by clicking on the Quick Add drop-down menu in the upper-right corner of the screen.
The Quick Add menu lets you do the following with just 2 clicks:
- Add Company - learn more about adding companies.
- Add Member - learn more about adding members & memberships.
- Add Fee - learn more about charging & fees.
- Add Contract - learn more about contracts.
- Add Invoice - learn more about manual invoicing.
- Add Opportunity - learn more about opportunities.
The following articles may be helpful:
- When to Create a Company and When to Create an Individual Member
- How to Edit a Company or a Member
- Set Up Processing Fees
- Contract Types & Templates
- Using Opportunities