Organisation and Productivity Features

29 articles in this collection
Written by Warren Doyle

Exporting Data

Exporting contact data

Written by Warren Doyle
Updated over a week ago

Tasks - 'To do' list

Adding Tasks

Written by Warren Doyle
Updated over a week ago

Editing Tasks

Written by Warren Doyle
Updated over a week ago

Adding and Importing Contacts

Importing contacts via Excel or CSV

Written by Warren Doyle
Updated over a week ago

Customisation

Custom selection for companies or contacts

Written by Warren Doyle
Updated over a week ago

Custom Data Fields

Written by Warren Doyle
Updated over a week ago

Contact Notes

Written by Warren Doyle
Updated over a week ago

Companies

Companies - Adding Staff to Companies

Written by Warren Doyle
Updated over a week ago

Companies - Adding Companies

Written by Warren Doyle
Updated over a week ago

Relationships

Relationships - An Overview

Written by Warren Doyle
Updated over a week ago

Relationships - Adding and Managing Relationships

Written by Warren Doyle
Updated over a week ago

Document Management System (DMS)

DMS - Editing Files

Written by Warren Doyle
Updated over a week ago

DMS - Editing Folders

Written by Warren Doyle
Updated over a week ago

DMS - Uploading Files

Written by Warren Doyle
Updated over a week ago

DMS - Creating Folders

Written by Warren Doyle
Updated over a week ago

Sentle Calendar and Appointments

Sentle Calendar - An Overview

Written by Warren Doyle
Updated over a week ago

Sentle Calendar - Filtering the view

Written by Warren Doyle
Updated over a week ago

Sentle Calendar - Notifications and Reminder SMS templates

Written by Warren Doyle
Updated over a week ago

Sentle Calendar - Notification Types

Written by Warren Doyle
Updated over a week ago

Sentle Calendar - Configuring Services

Written by Warren Doyle
Updated over a week ago

Sentle Calendar - Configuring Resources

Written by Warren Doyle
Updated over a week ago

Sentle Calendar - Activity Types

Written by Warren Doyle
Updated over a week ago

Sentle Calendar - Scheduling an Activity

Written by Warren Doyle
Updated over a week ago

Custom Calendar Activities

Adding a single or multi-day shift to the calendar

Written by Warren Doyle
Updated over a week ago

Calendar Activities - Configuring 'Shifts'

Written by Warren Doyle
Updated over a week ago

Editing the Customer sign up form

Written by Warren Doyle
Updated over a week ago

Contact Task Lists

Task Lists - Assigning to Contacts

Written by Warren Doyle
Updated over a week ago

Task Lists - Adding Tasks

Written by Warren Doyle
Updated over a week ago

Task Lists - Setup

Written by Warren Doyle
Updated over a week ago