Panacea Applications Limited

All contacts which are added to Panacea must be associated with an Organisation. Therefore, before adding a contact, you must check if the contact's org...

To add an organisation, click on the Add Organisation icon in the top navigation bar Input the organisation's name.  Select Client as Organisation Ty...

Add the organisation You will need to add a new organisation if they are not already on your site. Check by going to the menu option Contacts and select...

Departments and sections allow you to split contacts in an organisation. This is particularly helpful if your organisation uses account codes, budget codes,...

Accepting a user account request: When someone requests a new account on the software you will see an alert on your home screen. This will take you to th...

All users can be assigned a contact type e.g. printer, contractor, project manager) in their user account page.  Users with the appropriate permissions ...

If a user has incorrectly entered their password more times than your security settings allow, their account will be locked for a set time period and they w...

The Contact Removal page allows you to filter for, and subsequently delete, inactive contacts. Inactive contacts, listed here, are contacts that have not lo...

You can now download your organisation's structure to Excel from Panacea. Simply go to the Department tab of your organisation's details interface a...

Deleting contacts and organisations cannot be undone, so please make sure you are certain you want them deleted first. If you would like to search and bulk ...