Raynet CRM Basics and Tutorials Help Center home page
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  1. Raynet CRM Basics and Tutorials
  2. FAQ
  3. General Questions

General Questions

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  • How do I unlink a Contact Person from an Account?
  • How do I change the items in the Status and Relationship dropdowns on the Account card?
  • How do I restore an invalidated record?
  • How to change the currency of an existing Deal?
  • How should I record two subsidiary companies of the Account?
  • How do I create a task for multiple assignees?
  • History of record changes
  • Invitation for support to the CRM account
  • Data Import
  • Payment for Raynet CRM
  • Why isn't my email assistant working?
  • What is the difference between the trial and the paid version?
  • Can multiple users try Raynet at the same time?
  • How do I set the default email Account?
  • Why did the imported email become a private activity?
  • How do I send a meeting invitation by email?
  • How to add GPS coordinates to the account address?
  • How to switch to the paid version?
  • How can I back up my data?
  • How to send data to a secure storage?