Contact Management

This category provides guidance on managing your contacts within the system. It includes instructions on how to add, update, and organize contact information to ensure efficient communication and record-keeping.

Data Import/ Export

This section explains how to import and export data within the system. It covers procedures for transferring data in and out of the system, ensuring that you can easily move information between different formats and platforms.

3 articles by 1 author

User and Administrator Management

Find guidance on managing users and administrators within the system. This category includes information on creating user accounts, assigning roles, and managing permissions to ensure proper access and functionality for all users.

6 articles by 1 author

Access Delegation

This category covers how to delegate access within the system. It includes steps for assigning access rights to other users and managing their permissions, allowing you to effectively share responsibilities and control access levels.

Bank Accounts

Learn how to manage bank accounts within the system. This category provides instructions on how to add, edit, and configure bank account details, ensuring accurate financial transactions and record-keeping.

2 articles by 1 author

Customized Data Management

This category focuses on managing customized data within the system. It includes guidance on creating, organizing, and using customized data fields and settings to tailor the system to your specific needs.

1 article by 1 author