calendar

We found 3 results!
User Guide

Activities

Managing Activities Introduction The activities are managed and created in the Calendar module.  The default view of the module is shown in the picture below; if your calendar does not look like this, then you are using the legacy version of CRM-service Browsing the Calendar If the activities in the calendar do not fit into […]

User Guide

Outlook Add-in for users

Outlook Add-in user guide Before the Outlook Add-in can be used, it needs to be activated by an admin user (instructions: Outlook Add-In Setup). The Add-in is managed on the Add-ins tab in Outlook. On the Add-ins tab, there are buttons for i.a. logging in and out, manual synchronizing and settings (see the picture below). Appointments […]

Admin Guide

Outlook Add-In Setup

Outlook Add-in Setup It is possible to synchronize your calendar and emails in CRM with the calendar and emails in your Outlook account. To do this, you’ll need to download and install the CRM Add-in for Outlook (you can find the download links in the guide Downloading the Outlook Add-in). When the add-in is downloaded and […]

    Combined Shape