• How to set my calendar view?

    Calendar view and activity name settings Setting / changing the time of calendar ie. from when to when you enter activities in Settings (1) > Calendar Settings (2). Decide if you would like to see rejected events in your calendar (3) Choose whether you want to view the name of…

  • How to create a new event in calendar?

    Entering activities and their results Enter a new event in calendar It’s easy to add a new event (activity) to Calendar. Click the day and time for which you want to schedule the new event. A dialog box will appear in which you will first fill in what kind of…

  • How to send meeting invitation?

    Send a meeting invitation To send the invitation, it is necessary to add the name or names to the Participants. As soon as you start typing the name of the collaborator (1), the system will offer you a list from which you can select a name (2). Alternatively, in the…

  • How to receive a calendar sharing invitation?

    Learn how to receive a Calendar Sharing Invitation Information that you have received an Invitation to share a calendar with your colleague can be found in the calendar module in the Sharing Invitations tab (1). The Invitation (2) describes in detail who sends you the Sharing Invitation and how they…

  • How to invite to share calendars?

    Invitation to share your calendar To create a Sharing Invitation, click the Send Sharing Invitation button (1) to open a new dialog box. Create a calendar sharing invitation In the dialog box, fill in the necessary information to specify the User to whom the Invitation to Share will be sent….

  • Favorite tags

    Favorite tags are displayed directly in the top bar above the contacts. This allows you to view only a specific group (or groups) of contacts with one click. To see contacts from your favorite label, just click it. The selected label is coloured (1). You can select multiple labels at…

  • Creating/editing/deleting tags

    Add/remove tags If you select the required contacts (1), you will see the Add and Remove Labels option (2) in the top bar for all selected contacts. When adding labels to selected contacts, you can create a new label directly by clicking on the plus button (3) -> then you…

  • Contact tagging

    Individual contact marking with a label You can label an individual contact in the details of each contact. First click on the selected contact, in the left part you will see the Labels box (1). Click on the drop-down box (2) next to the label to display the label menu…

  • Display and filter tags

    Display tags To view a specific group of contacts or edit labels, select the Tags button (1). Tab labels In Contacts, click the Labels tab (1) to view all folders (2) and their labels (3). Each label is labeled with a color and label name, folders have only a name….

  • How to add a document to a contact/activity?

    Insert a document in Contacts In the Contacts module, open the contact detail (1) and on the Documents tab (2) you can insert the document (file) by clicking on “Insert Document” (3). Clicking Insert Document displays the “Document” dialog box, select the file (4) you want to insert, and displays…