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Starting Articles

What's New by Version

Version updates

Troubleshooting

Troubleshooting items

How To...

How-to guides

Account / Call List Screen

Details regarding the call list screen

Account View Screen

Details on the account view screen

Adobe Sign

Information on Adobe Sign

API

API Details

Appointment Calendar / Diary

Details on the appointment calendar and diary

Cases

Overview of cases

Data Management

Info on managing data

Data Privacy

Info on data privacy

Database Areas

Information on database areas

Email Campaigns

Information on email campaigns

Field Headings and Screen Texts

Information on field headings and screen texts

Gamification

Information on gamification

General Area Settings

Information on general area settings

Group Accounts

Information on Group Accounts

Lead Scoring

Information on lead scoring

Linked Fields

Information on linked fields

Messaging

Information on messaging

Microsoft Single Sign On

Information on Microsoft SSO

Mobile App

Information on the mobile app

Postcode Lookups

Information on postcode lookups

Products

Information on products

Projects

Information on projects

Reporting

Information on reporting

Sales Orders - Setup

Information on setting up sales orders

Sales Orders - Operation

Information on sales orders operations

Salesforce.com

Information on integrating Salesforce

Salesman Access to Diaries

Information on Salesman access to diaries

Screen Layout

Information on the layout of the screen

Scripts / Surveys and Call Guides

Information on scripts, surveys, and call guides

Scriptlets

Information on scriptlets

Setup

More information on setting up

Social Media

Information on social media aspects

Statistics and Activity Tracking

Information on statistics and activity tracking

Supervisor Tools

Information on supervisor tools

CloudCall VoIP Telephony

Information on CloudCall VoIP Telephony

System Overviews

Overviews of the system

Telephony

Information on Telephony

The Calling Process

An overview of the calling process

User Profiles

Information on user profiles

Two-Factor Authentication

Information on 2FA

Web Forms and Web Pages

Information on web forms and pages

Website Tracking

Information on website tracking

Xero

Information on Xero

Zapier

Information on Zapier

Terms and Conditions

Terms and conditions