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Adding a mass event calendar link to email
General Adding a calendar file (.ics) link to a mass event email allows the registered participant to easily add the event to their calendar application with a single click. This…
Outlook Add-In Setup
…CRM. Calendar section: Enable automatic calendar synchronization: the calendar synchronizing is done automatically. If you are logged in to the Outlook add-in, synchronizing will happen approximately in 5 seconds from…
Create Activities
…the front page, where you’ll click the Plus button (this is when you have a calendar widget on your frontpage) Weekly calendar just simply click the empty space on the…
Outlook Add-in for users
…the CRM calendar as an activity (see the pircture below). The activity can be edited later on either of the calendars and synchronizing to the other calendar will happen (or…
Activities
Managing Activities Introduction The activities are managed and created in the Calendar module. The default view of the module is shown in the picture below; if your calendar does not…
2021-12-09, December Release Notes
…on the Dashboard’s Week calendar You can now get other users’ calendars on you own Dashboard with the Week calendar element. The element’s settings now have options for selecting the…
Field name variants Legacy vs REST/CRM2
…sl_id Accounts responsabilityunit cru_id Calendar assigned_user_id smownerid Calendar parent_id crmid Calendar contact_id contactid Calendar taskstatus status Calendar taskpriority priority Campaigns assigned_user_id smownerid Campaigns contact_category category Contacts salutationtype salutation Contacts account_id…
Home Page Widgets
General Widgets can be used to quickly access and view specific elements of the system like the calendar, work week, and the sales funnel. Start Widgets are generally easy to…
Mobile Settings
…to make several clicks to get the wanted result. In the Calendar settings section you can for example change the colour coding of the activities shown in the mobile calendar…
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…Creating filtered views for modules (legacy) Discussion Using discussion fields. Calendar and Time Management Activities Using the Calendar module and managing activities. — Events How events are created…
2022-04-07, April Release Notes
…Improvements and fixes in the Home page The activities on Calendar elements now have a new preview, if the user clicks on an activity. This preview provides the most needed…
2022-12-01, December Release Notes
Update 1.12.2022 at 17-18 (EET) CRM Triggers enabled in Calendar and Helpdesk modules Triggers can be used to automatically send emails to contacts in specific situations if the conditions for…
Scheduled Tasks
…and/or automatically create activities concerning the target group to your calendar. You can also use a scheduled task to schedule in advance a mass edit for a certain target group….
Creating Activities for a User with automation
…information is determined for the activity (see the picture below): Assign Type – you can choose whether to create all the activities in the calendar of selected users, or in…
General Terms
…Supplier or the Reseller acting as the distributor of the Service will charge the Customer for the Service. The billing period is one calendar month or a quarter, depending on…
Scheduling Target Group Activities
…the things they need to take care of that day by the events in their calendar. The events are always created in the particular target group. If you mean to…
Home Page Charts: Pie
…for the reported data. There are following options for the Time range: Current year – a full calendar year. Previous year – the previous full calendar year. Time span –…
Home Page Charts: Bar and Line Chart
…Conditions tab, you can set a time range and other limitations for the reported data. There are following options for the Time range: Current year – a full calendar year….
Home Page Charts: Stacked Chart
…There are following options for the Time range: Current year – a full calendar year. Previous year – the previous full calendar year. Time span – a certain time period…
2022-09-1, September Release Notes
…Performance improvements in rows’ saving Thousand separators have been unified Fix in home page calendars; the calendars can now show more activities than before Fix concerning showing the value in…
2022-11-03, November Release Notes
…in the new interface Improvements in home page dashboards; all items are now shown at all times. In calendar elements, the week starts from Monday in calendar elements in all…
Help & Glossary
…of logged events like calls and meetings that can be most easily handled using the calendar. Admin = Admin user is the person who has the highest level of access…
Downloading the Outlook Add-in
Outlook Add-in With the CRM-service Outlook Add-in it is possible to synchronize an Outlook account with a CRM account. The elements that can be synchronized are calendar activities and e-mails…
Service Security Overview
…Outlook, Microsoft AD and Google Calendar. Access to CRM data. In CRM-service system the user permissions to CRM-service data content is defined through user profiles and roles. The profiles and…
2022-03-10, March Release Notes
…make booking requests in a calendar view showing the availability of determined locations, conference rooms or other spaces. The function is based on the Activities and Spaces modules. A booking…
2022-10-06, October Release Notes
…are no longer sent to passive or deleted users Improvements in calendar sharing Performance improvements in lists’ loading If there are broken field rights in a user profile, they will…
2023-03-02 March Release Notes
…which clears selected field from all the data. Mass Edit now has Mass Delete -function. It is now possible to activate or deactivate Mass Edit in Calendar Module. Visual Changes…
2023-12-07 December Release Notes
…option to add a calendar link to the email sent to mass event registrants. New fields note and ext_identifier are added to the mass event The translations of the date…
2024-01-04 January Release Notes
…text. Field visibility issue where fields hidden in the layout editor could become visible if the field had dynamic field visibility conditions. The front-page calendar widget is improved to show…