Import customer contacts

Introduction Go to Customers -> All customers Click on Import contacts The button is available without having to first select a customer because it’s decided in file which customer a contact …

My page

Introduction My page contains shortcuts to different reports. The selection is based on search criterias and filtrations designated at the time of creation of the shortcut. My page is based …

Absence

Introduction Go to User → All users in the top menu, to view a list of all of registered users/staff members. Select a user and click User absence Register Absence …

Event follow-up

Introduction The function Event follow-up allow you to report individual events that occur in a situation when one cannot, or do not want to, end an ongoing task. Go to  …

Activity groups

Introduction Go to Settings → Activity groups in the top menu. A window will open, showing you any existing activity groups. This feature is most useful for Unplanned contracts, where only …