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

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
See all 11 articles

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
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