Office Tools

💡These articles explain the calendar, contacts, the workspace, attachments, and campaigns and contracts.

Articles#

• Attachments: Describes the Attachments module, its filters, fields and batch updates, and how attachment links work.
• Attachments Tutorial: Shows how to create, edit and delete attachments and link them to Google Drive documents.
• Calendar: Describes the Calendar: the Company Calendar and user calendars, their settings, views and working hours, and adding appointments.
• Campaigns & Contracts: Describes Campaigns and Contracts, their settings, statuses and types and the fields and buttons used.
• Contacts: Describes Contacts: one list of customer and supplier contacts and staff, its access setting, filters, columns and customer actions.
• Workspace: Describes the Workspace: Reminders, the Workflow modules and their items, reminders and Actions, and how to set up the modules.