Contents of User Guides
This page presents all the user guides, grouped by their use and purpose and ordered from the very common actions to more system-specific ones. The user guides concern the ways the modules or functions in the system can be used every day.
Some of the guides may include side notes for administrators about how the functions could or should be set up. If the modules or functions require modifications to work differently or more efficiently, please contact an admin user.
General Module Functions
|Creating filtered views for modules (legacy)
|Using discussion fields.
Calendar and Time Management
|Using the Calendar module and managing activities.
|How events are created and used.
|Creating and managing campaigns in the CRM.
|Creating and determining target groups.
|— Text Messages
|Sending text messages to the contacts in a target group.
|Activating and using recurring invoicing for sales orders.
|Managing warehouses and making products stock tracked.
|Creating and using price books.
|Home Page Charts
|Introduction to charts in graphical and table format and how to share them with sales groups.
|— Bar and Line Chart
|Creating bar and line charts.
|— Pie Chart
|Creating pie charts.
|— Stacked Chart
|Creating stacked charts.
|Creating and sharing reports in the report generator.
|Work Hour Reporting
|Reporting the working hours with projects.
|Introduction to Business Intelligence reporting and its common features and actions.
|The main functions of CRM-service Contact Center.
Synchronizing with Outlook and Google Calendar
|Outlook Add-in for Users
|Using the Outlook Add-in for synchronizing calendars and emails between the CRM and Outlook.