In this latest installment of the O365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded November 26th, 2019 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
In this latest installment, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, delivered via webinar on December 19th, 2018 with audience members voting on each round. Follow us on Twitter for future webinars and sessions where we'll share more great tips!
In this latest installment of the O365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded November 26th, 2019 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
In this latest installment, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, delivered via webinar on December 19th, 2018 with audience members voting on each round. Follow us on Twitter for future webinars and sessions where we'll share more great tips!
Email continues to be a powerful channel for driving business. Are you feeling the power? Or could your email marketing use a turbo-boost?
“An Introduction to Email Marketing” is more than a quick overview. It’s a how-to compendium that explains why a holistic approach to email – integrating it with your other marketing channels – is most valuable and how you can implement and measure a top-performing email marketing program.
Mailwizz is an email marketing service that allows you to create and send emails with ease. With Mailwizz, your newsletters can include videos, images, or any type of content! From the comfort of your home office, you can run a well-organized campaign without having to worry about complicated coding. The software offers many helpful features like autoresponders, templates (including HTML), and segmentation for specific audiences.
In the latest release of Dynamics CRM, the 2016 release, Microsoft has improved the out-of-the-box capabilities to generate documents that contain data from CRM records. Where users can now create Word and Excel templates for letters, agreements, quotes, invoices and other documents to be created in just a single click! These template are easy to open with CRM data populated within the document.
How To Create Customer Segmentations Within CherryPiePassKit
CherryPie is now upon us, meaning that marketers now have access to an entirely new form of mobile marketing automation. Each week, I’ll walk you through a tutorial on how to get the most out of your experience with CherryPie. This week, I’ll cover creating customer segmentations within CherryPie.
Nützen Sie die Reichweite im Internet für die Verbreitung Ihrer Arbeitgebermarke - im externen Personalmarketing werden Social Media Kanäle nach wie vor nur von wenigen Unternehmen genützt. Die Reichweite ist da - wo sind Sie, DENN was nützt der beste Employer Brand, wenn er im Internet nicht gefunden wird?
Resumen de textos sobre la Estructura Urbana . Autores: Alumnos de la Clase de Estudios Urbanos I UCV. Facultad de Arquitectura y Urbanismo. Escuela de Arquitectura Carlos Raul Villanueva. Unidad Docente Extramuros. Sede Barquisimeto. 2014
WhatsApp ha asumido un papel protagónico en la mensajería, a pesar de ser multiplaforma, no está disponible para PC…o eso creías hasta hoy.
No todas las personas disponen de un smartphone o simplemente no cuenten con un plan de datos, así que la PC será una solución excelente.
Email continues to be a powerful channel for driving business. Are you feeling the power? Or could your email marketing use a turbo-boost?
“An Introduction to Email Marketing” is more than a quick overview. It’s a how-to compendium that explains why a holistic approach to email – integrating it with your other marketing channels – is most valuable and how you can implement and measure a top-performing email marketing program.
Mailwizz is an email marketing service that allows you to create and send emails with ease. With Mailwizz, your newsletters can include videos, images, or any type of content! From the comfort of your home office, you can run a well-organized campaign without having to worry about complicated coding. The software offers many helpful features like autoresponders, templates (including HTML), and segmentation for specific audiences.
In the latest release of Dynamics CRM, the 2016 release, Microsoft has improved the out-of-the-box capabilities to generate documents that contain data from CRM records. Where users can now create Word and Excel templates for letters, agreements, quotes, invoices and other documents to be created in just a single click! These template are easy to open with CRM data populated within the document.
How To Create Customer Segmentations Within CherryPiePassKit
CherryPie is now upon us, meaning that marketers now have access to an entirely new form of mobile marketing automation. Each week, I’ll walk you through a tutorial on how to get the most out of your experience with CherryPie. This week, I’ll cover creating customer segmentations within CherryPie.
Nützen Sie die Reichweite im Internet für die Verbreitung Ihrer Arbeitgebermarke - im externen Personalmarketing werden Social Media Kanäle nach wie vor nur von wenigen Unternehmen genützt. Die Reichweite ist da - wo sind Sie, DENN was nützt der beste Employer Brand, wenn er im Internet nicht gefunden wird?
Resumen de textos sobre la Estructura Urbana . Autores: Alumnos de la Clase de Estudios Urbanos I UCV. Facultad de Arquitectura y Urbanismo. Escuela de Arquitectura Carlos Raul Villanueva. Unidad Docente Extramuros. Sede Barquisimeto. 2014
WhatsApp ha asumido un papel protagónico en la mensajería, a pesar de ser multiplaforma, no está disponible para PC…o eso creías hasta hoy.
No todas las personas disponen de un smartphone o simplemente no cuenten con un plan de datos, así que la PC será una solución excelente.
New Insights And Practical Techniques For Measuring, Managing And Embedding Strategic, Credit, Market, Liquidity And Operational Risks. Providing regional practitioners with critical updates on the latest risk management landscape, up-to-date coverage of regional and international regulations,
as well as strategic insight and practical techniques to help improve risk design, management and implementation capabilities in financial institutions.
http://risk2014.iirme.com/en/Site-Root/
This brief guide will help you understand the basic concepts of Paymo, the online project management application for small and medium businesses. It only takes 20 minutes to get familiar with the application.
We have recently launched our new automated triggered campaigns feature – Drip
Campaigns. It’s an exciting tool for marketing and sales automation with a drag-and-drop
campaign editor, real-time statistics, and so much more.
This tool is meant to help you automate outreach and make it easier to build and
customize the campaigns, improving both the campaign rates and workflow.
But in the end, it’s only a tool, and YOU are the only one who is responsible for the
success of the campaign. Which is why we want to share some tips for you to make sure
every campaign you send is perfect:
Study in depth how successful campaigns are built and evolve your methods and
approach with each campaign. Implement new ideas, but never forget the golden rules.
SugarCRM Plug-in for Lotus Notes” for giving facility to user interacting with SugarCRM. It facilitates by giving the user contacts, task and appointments. Users can update or insert new record from Lotus Notes using synchronization facility
Agile CRM is the web's smartest CRM with powerful Marketing Automation and Sales Enablement.
Sign up for a free account here - https://www.agilecrm.com
This is Part 1 of How To use Agile CRM that covers the following topics,
- Contacts (Imports & Exports)
- Custom Fields
- Tags
- Filters, Views
- Bulk Actions
- Appointment Scheduling
- Widgets, Data Sync
- Email (IMAP or Exchange)
- Deals Setup
Presented April 9th, 2020 as part of the Teams Day Online event (www.modernworkplacesummits.com), focusing on Microsoft Teams and closely related Office 365 products and features. All of these tips were originally shared as part of the O365 Productivity Tips webinars that I run with Tom Duff (@duffbert), with most tips expanded on through my blog at www.buckleyplanet.com
Introduction to Using Apptivo CRM - An End-User GuideTodd Miner
This presentation is designed for brand new users of the Apptivo CRM system. The presentation was delivered via a live webinar, which you can find recorded here:
https://youtu.be/jFUPGMo4epQ
This presentation provides a quick overview of Apptivo and the customer relationship management apps, along with the common activity & collaboration tools. It provides basic details on how to navigate the system, a customer, and search through your data.
To learn more about Apptivo CRM, see our website:
htttp://www.apptivo.com/crm-system/
Office 365 Productivity Tips -- November Smack-DownChristian Buckley
In this latest installment, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) are back with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, delivered via webinar on November 28th, 2017 with audience members voting on each round. Follow us on Twitter for future webinars and sessions where we'll share more great tips!
Office 365 Productivity Tips November 2017 November Smack-DownThomas Duff
In this latest installment, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, delivered via webinar in November 2017 with audience members voting on each round. Follow us on Twitter for future webinars and sessions where we'll share more great tips!
In this latest installment of the O365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded August 26th, 2019 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
In this article, we are going to see how ClickDimensions enables Marketers to create interactive automations based on prospects or user behaviours which will help to design unique paths for participants to follow as they interact with our messaging it also helps to create Lead-nurture marketing campaigns, Sales engagement campaigns, promotional or event campaigns, new customer on boarding and retention campaigns, and many more.
Teamwork is truly intended to be the everyman’s project management software. Coppinger and Mackey have stated unequivocally:
We want the software to be so easy-to-use, our own computer-shy mothers could use it.
Teamwork Projects gather a fresh and smart design, mostly because the dashboard tabs are clear and easy to understand. Teamwork has always aimed for simplicity. In fact, the company’s official motto is “Project Management Made Easy.”
Similar to QuickGuide to using SuperOffice Pocket CRM (20)
SIste del handler om hvordan du henter ut ulike rapporter for å analysere din virksomhet. Du henter enkelt ut rapporter inne ulike områder som kontakter, prosjekter, salg og utvalg. Mange standardrapporter gjør det enkelt for deg. Du kan også enkelt endre kriterier for hva du skal rapportere på. Og til slutt kan du legge opp dine favoritter.
SuperOffice-skolen, del 7 av 8, få full oversikt over innkommende og utgående...Hans Chr. Grønsleth
I dagens episode av SuperOffice-skolen, gjør vi deg kjent med mulighetene for e-post. DU kan enkelt sende og lagre epost. SYstemet foreslår rett kunde og du gjør det enkelt for andre også se, finne selskapets e-posthistorikk.
SuperOffice-skolen, del 6 av 8: Utvalg for bedre oppfølging og analyseHans Chr. Grønsleth
I SuperOffice Sales & Marketing kan du velge kontakter, prosjekter, salg, dokumenter og oppfølginger du arbeider mye med, og legge dem i et eget utvalg. Eksempler på utvalg:
- Jeg er salgssjef og ønsker en dynamisk oversikt over alle salg over 50 000,- og som skal besluttes i neste måned.
- Jeg er selger og ønsker en oversikt over alle mine salg som er utsatt.
- Jeg er prosjektleder og ønsker et utvalg som til enhver tid viser mine aktive prosjekter.
- Jeg er konsulent og ønsker en liste på alle prosjekter jeg er involvert i.
- Jeg jobber med salg og ønsker en liste som gir meg alle tilbudsdokumenter som er i arbeid.
The trend in mobile computing is that more people use smartphones on the go. The rise of this platform and pads for business, makes business people want business apps on the go. SuperOffice CRM is leading the way for businesspeople arround the world.
SuperOffice-skolen, del 5 av 8, Få bedre kontroll på prosjektene dine.Hans Chr. Grønsleth
I 5. episode av SuperOffice-skolen kan du lære om hvordan du utnytter prosjektfunksjonaliteten i SuperOffice CRM. Legg til prosjektdeltakere, deres funksjon i prosjektet. Du kan knytte aktivteter, dokumenter og salg direkte til prosjektet også. Her er det bare fantasien som setter grenser.
SuperOffice-skolen, del 4 av 8: Hvordan du lander flere salg og blir en dykti...Hans Chr. Grønsleth
Få en rask innføring i hvordan du følger opp dine salg på en effektiv måte. Du kan enkelt se hviklen faset salgene dine er i og hvilke aktiviteter som skal til for å lande dem trygt som en kontrakt. Du kan også lære hvordan du kan definere en salgsguide eller "Beste praksis" for din bedrift. Enten det gjelder større prosjektsalg, enklere salg, oppsalg eller kryssalg til eksisterende kunder.
SuperOffice-skolen, del 3 av 8: Full kontroll på din egen og andres dagbokHans Chr. Grønsleth
Med SuperOffice CRM får du full kontroll på din egen dagbok. I dag, uken og måneden. Både for deg selv, for din gruppe/avdeling eller hele firmaet. Det er enkelt å følge opp dine todos eller aktiviteter, og glemmer du noen blir de "røde". Har du ikke SuperOffice, sa du? Da finner du mer på www.superoffice.no
SuperOffice-skolen, 2 av 8: Få kontroll på dine kontakterHans Chr. Grønsleth
Å organisere alle dine kontakter er sentralt i et CRM system. I denne delen av kurset, kan du lære om hvordan du organiserer dine kontakter som kunder, prospekter, leverandører og samarbeidspartnere. I tillegg ser du hvordan du oppretter avtaler, salg og relasjoner mellom dine kontakter. Ønsker du mer info om SuperOffice CRM, besøk oss på www.superoffice.no.
Her finner du vanligste funksjonene i SuperOffice. Vi viser deg hva alt betyr og hvordan du får mest mulig ut av ditt CRM-system. Kort og godt et trinnvis gjør-det-selv kurs for å bli god på SuperOffice. Har du ikke SuperOffice? les mer på www.superoffice.no
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
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• Three (3) key tips to maintain a disciplined workplace.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
Accpac to QuickBooks Conversion Navigating the Transition with Online Account...PaulBryant58
This article provides a comprehensive guide on how to
effectively manage the convert Accpac to QuickBooks , with a particular focus on utilizing online accounting services to streamline the process.
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RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
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Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
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QuickGuide to using SuperOffice Pocket CRM
1. Quick Start guide
SuperOffice Pocket CRM is completely re-written and has alot of new features prior to the earlier versions. We have therefore created this
guide to help you get started with your new app.
Tabs
The main pages and associated sub-pages consist of tabs. You can see which
tab is selected, because its icon will be highlighted.
Screen optimization
On devices with small screens, the navigator is hidden
automatically. You select this icon
on the left to display the navigator.
The Navigator
The navigator appears on the left of the main pages in Pocket CRM. Here
you select the icon for the page you want to go to: Calendar, Contacts,
Sales, Projects or Images
Create new
The new button creates a new entry in the
database. What type of entry that is created
depends on which page you currently are
browsing .e.g. Appointment, Company, Contact
or Sale
The Task menu
On many pages, at the bottom left,
you will find the Task menu. This
contains options that are
relevant for the currently active page.
These may be logging in or out,
settings, filtering, sending SMS/e-mail,
map display etc.
Notify
If the navigation icon looks like this, it
means that you have overdue sale. The
same icon can appear in the Calendar
that indicates a new (unread)
notifications/invitation
Search
To view other employees diaries select your name
and search by name. Appointments for the
person in question are displayed.
This also apply in the sales page
2. Copy contacts to local addressbook
To copy a contac from SuperOffice to the local addressbook on
your device follow these steps:
1. Naviagte to the Contact page
2. Open a Contact (either in the history list or search for any)
3. Select Task > Copy to contact list on your device
The contact will be added to the local addressbook in the account
specified under Phone contact accounts
Show address in map
To view any address on either a Company or Contact in Pocket CRM follow these steps:
1. Naviagte to the Contact page
2. Open a Company or Contact (either in the history list or search for any)
3. Naviagte to the Details tab
4. Select Task > Show address in map
Pocket CRM will open the default map service on the particular device and show the
address of the selected Company or Contact.
Note: The Map URL can be changed under system settings and may vary depending on the device.
3. How to work with Pocket CRM
There are a lot of new features & function in this version, use the following table to get to know the most important ones.
I would like to.. Where? How?
Send an e-mail/ SMS You can send an SMS and/or an e-mail to one or more
persons from the following places in Pocket CRM:
The Projects and Selection tab on the main Contacts page.
The Group tab on the main Contacts page
The Task menu in the Details tab of a person.
The Task menu in the Participants tab of an appointment.
Click on the e-mail address on a Company or Contact to
send an e-mail or on a Contact’s mobile number to send
an SMS. Write your message in the message field.
Select Send.
Open and read documents and e-mails You hav access to all documents and e-mails stored in the
database from Pocket CRM. Each main page has it own
document tab.
Navigate to a Company or Contact, a Sale or a Project.
Browse to the documents tab and select the document
you required. This will take you to the document dialog
where you can open the document or send it as e-mail.
If the document type is e-mail you can forward ,reply all
or reply to the recipients of the e-mail.
Search In all main pages you can serach for information stored in
your SuperOffice.
Go to the main page for Contacts, and select the Search
tab to search for Companies/Contacts. To search on
Projects, go to the main page for Projects and select
Search. In appointments and sales; select your name, and
then search by name.
Add participants and resources to appointments In the Calendar you can create and modify appointments
and invite collegues and add resources to that particular
appointment.
Navigate to the Calendar page and click on an
appointment ( where you are the owner). Go to the
Participant tab > Click on Add participant. Search for the
contact you are looking for and select him/her. The person
is added to the appointment. To add a resource go to the
Participant tab , click on Task > Add resource
View my sales forecast and pipeline From the sales pages you can update forecasts for future
sales, conclude sales and create new ones. Also track the
status of all sales that you and your colleagues are
responsible for.
Naviagte to the Sales pages. Select the Upcoming or
Status screen. In the Upcoming tab you see a list of sales
withdate of today or ahead. The Status contains a
summery of sales activities for a spesific period. Change
period by selecting Task > View Quarter/Month/Week
4. Adjust the filter settings
Sometimes the number of activites stored on a single Company can be very large.
To narrow this down use the filter settings in the documents and activities tab
1. Naviagte to the Company or Contact page
2. Select a Company or a Contact ( search or from history list)
3. Click on the documents tab
4. Select Task > View open only, View mine only or Hide e-mails
This wil reduse the number of activities making it easier to find what
you are looking for.
Archive an image
Pictures are more and more used as documentation. The need to use your device
camera and store this might come in handy. Here’s how:
1. Naviagte to the Image page and open the documents tab
2. Select Add Image from Camera and take a picture with your device
3. Adjust the size before uploading it
4. Archive this pictures on a spesifict Company, Contact and/or Project
The image will be visible for all user momenterely on the coresponding Company
5. But wait, there’s more!
SuperOffice Pocket CRM has it’s own tablet version as well, optimizing the resolution on each device.
Contact Images
Apply an image on Contacts to easier recognize who you are
communicating with. Click on the image to change or add it.
Screen optimization/layout
On devices with large screens tilting the device
(landscape), will make the App use the entire
screen. Showing the details page on the right side.
Notify
If the Calendar navigation icon looks like this, it means that you have a
new (unread) notifications/invitation in your diary.
The same icon can appear in Sales that indicates an overdue sale.
E-mail/SMS
Click on the Contact or Company’s e-mail
address to send an e-mail. To send an SMS click
on the mobile phone number of any Contact.
The Navigator
The navigator will always appears on
the left of the main pages in Pocket
CRM. Here you select the icon for the
page you want to go to: Calendar,
Contacts,, Sales, Projects or Images
The Task menu
On many pages, at the bottom left,
you will find the Task menu. This
contains options that are
relevant for the currently active page.
These may be logging in or out,
settings, filtering, sending SMS/e-mail,
map display etc.
Back
To navigate back to the previous page use this
button. By holding it down 3 seconds it will take
you back to start.
Search
To find a Company or Contact use
the search button
Tabs
The main pages and associated sub-pages consist
of tabs. You can see which tab is selected,
because its icon will be highlighted.
6. Setting up an e-mail account
In order to use and be able to send e-mail within Pocket CRM an e-mail account
needs to be configured.
1. From anywhere in Pocket CRM select Task >Settings > E-mail settings
Note: The name of the e-mail server and use of SSL may differ depending on the configuration
and policy of your corporate e-mail server.
First time use/login.
After you have downloaded Pocket CRM and before you can start using you newly
installed App a server URL needs to entered. This URL will be the server address of your
companies Pocket CRM server installation. The URL must be provided by your IT-
department.
1. Access AppStore or Google Play depending on your device
2. Download and install SuperOffice Pocket CRM
3. Start SuperOffice Pocket CRM
4. Enter the correct server URL for your company
5. Login using your username & password