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Google Calendar synchronization
Google Calendar synchronization It is possible to synchronize the CRM calendar with Google Calendar. Each user can specify the synchronization and its settings in My Preferences, which are accessed at the top left corner of the page, right next to the sign out link. It is recommended to create a separate calendar in Google Calendar for synchronizing. […]
Home Page Notifications
Home Page Notifications Introduction In addition to all kinds of home page widgets, reports and calendars, you can also have notifications on your own home page. Notifications are personal and they will appear for example in the following situations: The user has an active task (for more information, see Tasks). The user has been added […]
Mobile Version of CRM
Using the Mobile Version of CRM Introduction The mobile version of the CRM system is only available if it is activated for the company. You can access the mobile version from the browser of of your mobile device, using your company’s CRM internet address and replacing the .com or .fi extension with .mobi (for example XXX.cloudservices.mobi or […]