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


Filters Creating filtered views for modules (legacy)
Discussion Using discussion fields.


Calendar and Time Management


Activities Using the Calendar module and managing activities.
Events How events are created and used.



Campaigns Creating and managing campaigns in the CRM.
Target Groups Creating and determining target groups.
Text Messages Sending text messages to the contacts in a target group.


Sales Management

Recurring Invoicing Activating and using recurring invoicing for sales orders.


Product Management

Stock Tracking Managing warehouses and making products stock tracked.
Price Books 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.
Report Generator Creating and sharing reports in the report generator.
Work Hour Reporting Reporting the working hours with projects.
Business Intelligence Introduction to Business Intelligence reporting and its common features and actions.



Contact Center 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.


Combined Shape