User's Guide

Special Features

• Creating and Adding Custom Fields

Dashboard

• Dashboard
• Chatter
• Birthday

Security

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

See all 10 articles

Settings

• Email Footer
• Required Fields
• GDPR
• Language Change
• Licence removal
• Import Leads

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Mass changes

• Mass Edit
• Mass Edit of Owner
• Mass Lead Import
• Mass Invalidation of Products
• Bulk import of Clients and Contact Persons into the Address Book
• Mass Product Import and Update

See all 7 articles

Documents

• Custom Templates
• Documents
• File Action Overview
• Folder Action Overview
• Move Files
• Sign a File

Other

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