Admin Console
Internal tools for managing Accounts, Contacts, and RFQs for Atención Selecta Catering.
Daily Tools
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Accounts Quick Editor
List, Edit, Fix hierarchy, levels, parent-child relationships, merges. -
People Quick Editor
List, Edit contacts, move people between accounts, fix duplicates, link RFQs. -
Manage Quote Requests
View, Edit, and Delete RFQs submitted by users or entered manually. -
RFQ Print Viewer
Search, Edit, and Print RFQs in a professional format. -
Public RFQ Form
Open the public Request for Quote form for customers. -
Employee Time Clock (PIN)
The public PIN-in/out screen used by employees (Julia, etc.). -
TimeApp Admin Dashboard
Manage employee hours, payroll logs, and schedules (Admin only).
Reports & Analysis
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Accounts Admin Reports
Duplicates, orphan nodes, leaf accounts, people counts. -
Manage Prospects
Manage vendor day registrations and prospect leads. -
QuickBooks Export
Export Customers/Estimates to CSV for manual import into QBO. -
Service & Menu Types
Manage account levels, catering service types, and menu categories.
Coming next:
- Data Health Dashboard
- Hierarchy Tree Viewer
- RFQ Auto-Matcher
- Bulk Cleanup Tools
Tip: Start with Accounts Quick Editor to normalize hierarchy,
then use People Quick Editor to link contacts to the deepest correct node.