Introduction
This guide is intended for MIDLA Platform end users: people who use the platform on a daily basis to manage operations, contacts, sales opportunities, projects, and other internal processes.
Purpose of the Guide
This guide aims to provide a clear and practical reference for understanding how the platform works and learning how to use each of its modules efficiently.
No technical knowledge is required to follow this guide.
How This Guide Is Organized
The documentation is organized by modules and functional areas to make navigation easier and support progressive learning.
Each section includes key information to help you understand and use the available tools correctly:
Explains the purpose of the module and when it should be used.
Describes the workflow, operational logic, and main concepts.
Provides detailed instructions for completing the most common tasks.
Describes the functions available within each module and how to use them.
If you are just getting started, we recommend reading the main modules first to understand the overall workflow of the platform.
Key Concepts
Before getting started, it is important to understand some key concepts used throughout the platform:
| Term | Meaning |
|---|---|
| Instance | Your company's dedicated workspace within MIDLA Platform. |
| Module | A functional area of the platform, such as CRM, Operations, Warehouse, or Projects. |
| Record | Any item created within a module, such as a Contact, Lead, Project, or Task. |
| Chatter | A communication and activity panel within a record that supports team collaboration. |
| Custom Field | An additional field configured by an administrator to adapt forms to the company's specific needs. |
Requirements
To use MIDLA Platform properly, we recommend having:
- An up-to-date web browser (Google Chrome, Firefox, Edge, or Safari).
- A stable internet connection.
- Login credentials provided by your organization's administrator.
No additional software installation is required to use the platform.
Need Help?
If you need assistance while using the platform:
- Use the documentation search bar to find specific information.
- Contact your organization's administrator.
- Contact the MIDLA Platform support team.
Becoming familiar with the platform's concepts and module structure will make the learning process easier and help you get the most out of the available tools.