RAYNET CRM Basics and Tutorials Help Center home page
  1. RAYNET CRM Basics and Tutorials
  2. User's Guide

User's Guide

Dashboard

  • Dashboard
  • Chatter
  • Birthday

Security

  • Security Settings
  • User Roles
  • Security Levels
  • Record Export Permission
  • Google Sync Permissions
  • Permission to change records
See all 10 articles

Custom fields

  • Creating and Adding Custom Fields

Settings

  • Required Fields
  • GDPR
  • Change of language
  • Licence removal
  • Import your Accounts
  • Import Leads
See all 11 articles

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
See all 9 articles

Documents

  • Custom Templates
  • Documents
  • File details
  • File Action overview
  • Create a Folder
  • Move Files
See all 7 articles

Other

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