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Organisation and Productivity Features
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
Customer Sign Up App
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