• Create a label

    • 2. May 2022
    • Michaela Lamačová

    Open Contacts>, click the Labels tab> + New label Enter a name for the label > Select your name > Select a label colour > Click save. Done!

  • Enter the first activity

    • Michaela Lamačová

    2. Add an event In Add Event, select an activity from the list, e.g. Phone call – service (3) > enter Surname or select a contact from the list (4) > check/edit the time (5) > enter a note for the appointment (6) > Save (7)

  • Manual merging of contacts

    • 21. December 2021
    • Michaela Lamačová

    In the Contacts module, search for the contact into which you wish to merge data from another/other contacts. main contact e.g. Dostál Zbyněk (1). Click a contact and in the Contact Detail, click the three lines icon in the bottom left (2) > Manually merge contacts (3). Click on Manually…

  • Introduction of the Contacts module

    • 20. December 2021
    • Michaela Lamačová

    View and search for contacts (1) New Contact– If you need to add several contacts at once, click on the Add Contact icon and you will see a simple table where you can add basic information and save. (2) To view the advanced search, click on the arrow and you…

  • Enter the first contact

    • 7. December 2021
    • Michaela Lamačová

    Open the Contacts module > click on “New contact” (1) or “Add contact in detail” (2). If you have selected “New contact”, fill in the required data (only the surname is required). Add lines with the + icon (2), save with the “pipe” (3), or close the window with the…

  • 3 steps to get started

    • Michaela Lamačová

    3 simple steps to get you up and running from the start. Create a contact database You can import contacts, enter them in the Contacts module. Enter activities in the calendar Simply take your current calendar and enter your upcoming activities for at least one week in advance into the…

Prev