User's Guide

Dashboard

• Dashboard
• Chatter
• Birthday

Security

• Security Settings
• User Roles
• Security Levels
• Record Export Permission
• Google Sync Permissions
• Permission to change records

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Custom fields

• Creating and Adding Custom Fields

Settings

• Required Fields
• GDPR
• Change of language
• Licence removal
• Import your Accounts
• Import Leads

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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

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Documents

• Custom Templates
• Documents
• File details
• File Action overview
• Create a Folder
• Move Files

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Other

• How to hide Custom Fields
• Save and Save and Close buttons
• Record History