Popular Help Topics

What is my dashboard?

The CINX dashboard is the place where you can go to get a snapshot of your entire account.  Each user has their own dashboard, which is customized to their needs.  The various widgets on the dashboard are fully configurable - meaning you can drag and drop them aruond the page or you can hide/display any of the widgets. Recent projects, customers, transaction information, vendors.  If you are still getting starting with CINX, there is the set-up assistant. 

There is also a helpful "quick links" widget that has a handful of commonly used tasks like importing a BOM, Starting an RFQ, Creating a project.

To view this video on YouTube, click here.

If you can not access YouTube, This email address is being protected from spambots. You need JavaScript enabled to view it.