User's Guide

Dashboard

• My results
• Dashboard
• Birthdays and Anniversaries
• Chatter

Main Settings

• Mass import of Accounts and contacts
• Record Detail Customization
• SSO login via Microsoft Entra ID
• Number Formatting
• Technical Requirements for Using Raynet CRM
• Mass Lead Import

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Security

• Visibility Tree and Security Profiles
• Visibility Tree
• User Roles
• Record Visibility
• Security Levels
• User Permissions

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Documents

• Documents
• File Action Overview
• Folder Action Overview

Special Features

• Custom templates for exported documents
• Custom Logo and Menu Color in Raynet (Whitelabeling)
• Add-on Packages
• Note
• RAYNET AI
• Filtering

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Mass Changes

• Mass ownership change
• Mass import and update of products
• Mass Lead Import
• Mass Edit
• Mass import of Accounts and contacts