Navigating Paragon
AGLV - Using List View
Introduction Navigating to most modules in Paragon will bring you to the list view page. The list view neatly arranges your records in a vertical list. Its purpose is to help you easily analyze information by grouping and/or filtering your data based ...
Creating items on the fly in transactions
Introduction When creating a transaction, you may realize that you need to create a new product to put on the transaction. Without disrupting your workflow, you have the ability to create those products on the spot, rather than having to go to the ...
How to use the action button
Introduction Action buttons are used throughout Paragon. They always appear on the bottom right corner of the screen. This button allows you to perform a variety of actions including but not limited to changing the status of your references and ...
Log into Paragon
Introduction Paragon can be accessed through a web browser. We recommend using Google Chrome for the best performance. Log in After you have signed up for Paragon, it will take 5-10 minutes for your build to configure and you will be redirected to ...
Add more options to the action button
Introduction Surely, if you've used Paragon, you will know that on the detail view of any object - every single person, item, transaction, etc. - has a little green button on the bottom right hand corner called the action button similar to this one: ...
How to use the search bar?
Here, we'll walk you through how to use the search bar in Paragon. Search for a term In the top left corner of each screen, there is a search bar. To search for a term, type the term in the search bar and press Enter. If you want to look for a ...
Introduction to Paragon functions and buttons
Introduction If this is the first time you are using Paragon, getting familiar with this ERP system is quick and easy. Here, we'll introduce you to some of Paragon's basic functions and buttons. Module access When you log into Paragon, the most ...
How to filter inactive and/or voided records
When you are looking at information in any list view screen, you may or may not want to see inactive or voided records. To give you this option, there is a toggle tool readily available at the top of any list view, and you can filter out inactive or ...
What are notifications?
Here, we'll walk you you through the functions of Paragon's notifications.The notifications appear in the top right hand corner of the screen and help to guide you. The color-coded notifications will appear and then disappear once you click on them ...
Using the list view
Introduction When you open any module in Paragon, you land on the list view. The list view neatly arranges your records item-by-item in a vertical list. Many of the records in each list view may not always be relevant, so we've created this document ...
How to use the home screen in Paragon
Introduction When you log in you will be greeted by your own dashboard on the Paragon home screen. From here you can access all of the different modules, logout, search, and access your settings. Sidebar The buttons on the right hand side of the ...
Why is my default currency symbol GBP?
Introduction For some machines, the currency that displays in Paragon is in Pounds rather than dollars. The reason why this is happening is because of your language settings in Chrome. Although we are looking at implementing a long-term solution, ...
How do I change the date?
Here, we'll walk you through how to use the calendar tool in Paragon. Hit the calendar button - any field that uses the calendar tool will have a calendar button on the right hand side when editing the transaction. To change the date in the field, ...
Getting started with Paragon
Introduction Now that you've signed up for Paragon and received your build, you're probably wondering what's next. This article explains everything you need to know to get up and running with Paragon. Getting to know Paragon Before you start setting ...
How to set up the list view
The first screen you land on when you enter a module in Paragon is called the list view. This view is a list of all the records that are in a specific module. The system comes with defaults but if you'd like, you can modify and choose the columns ...
How to upload attachments and images into Paragon
Paragon was designed to allow you to attach files and images as URLs in any transaction or reference screen. Now, you have the ability to upload any file or image directly from your PC or network. Here, we'll walk you through how to do this. For this ...
How do statuses work?
Introduction On transactions and references, you will find a status and a green action button. This button allows you to perform a variety of actions, including changing the status of your record. The different statuses on items, companies, and ...
Creating a new address
Introduction On transactions, in customer or vendor accounts and in your company setup, you can create new addresses. This document explains how to use the address tool, regardless of where you are in Paragon. Edit the module you're in Regardless of ...
Accessing the calendar in Paragon
Here we'll walk you through how to access and use the calendar module. The calendar allows you to create personalized events that can be saved and tracked in Paragon. Step 1: Access the calendar module From any Paragon screen, hit the more button at ...