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Getting Started
Tips & Tricks
User's Guide
Community
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?
- My company's contact details and logo changed, where can I edit it?
Mass changes
- Bulk import of Clients and Contact Persons into the Address Book
- Mass Edit
- Mass Edit of Owner
- Mass Import of Accounts
- Mass Import of Leads
- Bulk deletion / cancellation of products
Integrations and Connections
- Synchronization with Google Calendar
- Synchronization with Google Contacts
- CRM calendar and Outlook 2007 and newest (one-way synchronization)
- CRM calendar and iPhone (one way synchronization)
- CRM Calendar and iCal (one way synchronization)
- How to Sync Your Activities in CRM Calendar and Google Calendar
Calendar
- Calendar
- Calendar view
- Calendar filters
- Move activity in Calendar
- Unplanned Activities in the Calendar
- Calendar miniature
Accounts
- Create an Account
- Account details
- Account Action overview
- Multiple addresses
- Links between clients
- Deleting / merging a client
Deals
- Export of reports in various languages
- Delivery note export
- Types of trade
- Create a Deal
- Deal details
- Deal Action overview
Activities
- Custom Category and Classification field names
- Create an Activity
- Activity details
- Activity Action overview
- Activity Reminder
- Activity Paricipants change
Analysis
- Salesman Success Rate
- Pipeline
- Sales Development
- Business Success
- Sales by Products
- Sales by Representatives
Security
- Security Settings
- User Roles
- Security Levels
- Record Export Permission
- Google Sync Permissions
- Permission to change records