Support portal
How can we help you today?
TOP
Getting Started
User's Guide
Contacts
Business
Calendar and Activities
Integrations
How to work with emails
FAQ and Information about new versions
Integrations
- CRM calendar and Outlook 2007 and newest (one-way synchronization)
- Integration with MailChimp Application
- Contact export from RAYNET to Mailchimp
- Synchronization with Google Calendar
- CRM calendar and iPhone (one way synchronization)
- CRM Calendar and iCal (one way synchronization)
Security
- Security Settings
- User Roles
- Security Levels
- Record Export Permission
- Google Sync Permissions
- Permission to change records
Settings
- GDPR
- Change of language
- Licence removal
- Import your Accounts
- Import Leads
- Edit the Header and Footer
Mass changes
- Mass Edit
- Mass Edit of Owner
- Mass Import of Accounts
- Mass Import of Leads
- Bulk change of records
- Bulk deletion / cancellation of products
Accounts
- Labels
- Create an Account
- Account details
- Account Action overview
- Multiple addresses
- Links between clients
Analysis
- Pipeline
- Business Success
- Salesman Success Rate
- Sales Development
- Sales by Products
- Sales by Representatives
Calendar
- Calendar
- Calendar view
- Calendar filters
- Move activity in Calendar
- Right Mouse Button in the Calendar
- Unplanned Activities in the Calendar
Activities
- Create an Activity
- Activity details
- Activity Action overview
- Activity Reminder
- Activity Paricipants change
- Custom Category and Classification field names
Integrations and Connections
- Synchronization with Google Calendar
- Synchronization with Google Contacts
- Integromat - create your own scenarios
- CRM calendar and Outlook 2007 and newest (one-way synchronization)
- CRM calendar and iPhone (one way synchronization)
- CRM Calendar and iCal (one way synchronization)
Email assistant
- Assign an e-mail to a record in CRM
- How RAYNET works with Emails
- File an email to a Deal
- How Raynet Works with Emails
- How to send emails from different email addresses to RAYNET
- Forward an incoming e-mail to the CRM "as an attachment"
FAQ
- What is CRM?
- What are the payment options for CRM?
- How much does one license cost? What is included in the license price?
- Is the trial version of CRM different from paid?
- Can Raynet have multiple users at once?
- How to switch to the paid version? What happens to the data that is now in trial?