User's Guide

Dashboard

• My results
• Dashboard
• Birthdays and Anniversaries
• Chatter

Main Settings

• IFRAME – embedding an external website into Record details
• Mass import of Accounts and contacts
• Record Detail Customization
• SSO login via Microsoft Entra ID
• Number Formatting
• Technical Requirements for Using Raynet CRM

See all 19 articles

Security

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

See all 8 articles

Documents

• Documents
• File Action Overview
• Folder Action Overview

Special Features

• MCP server
• Menu Settings
• List View Settings
• Custom templates for exported documents
• Custom Logo and Menu Color in Raynet (Whitelabeling)
• Add-on Packages

See all 22 articles

Mass Changes

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