How To...
How-to guides
By Liam1 author34 articles
- Add a Field to a Panel
- Turn on Auto-Dialing (Progressing Dialing)
- Setup Workflows
- Allocate Accounts to Multiple Owners (Agent)
- Allocate Data to an Owner (Agent)
- Setup a Basic Order Entry
- Set the Same Columns / Fields for Everyone in the Account List
- Set a Date Field to not Show the Time
- Send Automatic Email
- Quick Import
- Quick Email Campaign
- Link to a Document from the Links Menu
- Import / Update Contact Names
- Import Customer Product Records
- Import Contact Names
- Import and Update Company Records
- Find All Duplicates
- Delete a Database Area
- Create an SMS Campaign
- Create an Email Campaign
- Create a User Profile with Full Authorities
- Create a User Profile for a Team Leader
- Create a User Profile for a Telemarketer / Caller Agent
- Create a User Profile
- Create a Script / Survey
- Create a New Database Area
- Copy a Specific Section to Another Database Area
- Copy Database Area Settings
- Configure Your Menu Shortcuts
- Clear a Database Area and Start Afresh
- Change the Print Document Layout
- Change the Field Type
- Allocate Accounts to a Owner Team
- Allocate Accounts to a Sales Person According to Post/Zipcode