Step 1 – Export function You have two options to choose from. Either click on the contacts you want to manually select the ones you want to back up (1) from your database or use the button to mark all contacts (2) to select all contacts. Once you have all…
To see contacts from your favorite label, just click it. The selected label is coloured (1). You can select multiple labels at once. If you click the selected label a second time, you will deselect it. Use the Cancel Filter button (2) to display all contacts again. To add a…
Import contacts from a file Step 1 – Import function After logging in to the system, open the Contacts module and click on the more actions button (1) and select Import from file (2). Then a new window will open for you to select a file from your PC. Select…
Multiple contact marking with a label 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…
Create a project You can create a new project by clicking on the Actions icon (1) and choosing New Project (2) or Project from Template (3) that you have previously saved. Create a new project If you choose to create a new project, a window will open in which you…
Create a task You can create a task in several ways. It depends on whether you want to quickly enter multiple tasks at once. Or fill in all the attributes for an individual task. Possibly. create an entire project with tasks. Create a task directly in your calendar To create…
The Tasks module is your “memory” and at the same time your “assistant”, which will remind you of everything you need and warn you of what you might forget. It monitors both tasks assigned and received. You can assign tasks to individuals or multiple colleagues at the same time. You…
To create a new label, after clicking on button Tags, a new window appears. Either click + New Label (1) or right-click the three dots (2) > + New Label (3). An other new window will open, where you can enter: Click Save (9) to save the new label and…