FAQ

• CRM - Basic

  • How can I correctly retain formatting when copying and pasting from MS Word into the Email editor (HTML)?
  • How can I link organisations to each other?
  • Can I use keyboard shortcuts in CRM?
  • Can I customise my dashboard?
  • How do I link a person to an organisation?
  • How do I tidy up my lists after adding and removing columns
  See all 8 articles

• CRM - Search

  • How can I search for a combination of words in the quick search?
  • How can I use 'exclude' within a filter?
  • Where can I find my saved searches?

• CRM - Documents

  • How can I share documents in CRM via OneDrive?
  • How can I keep the documents I download from CRM separate from my other downloads?

• CRM - Application management

  • I have to log in again very often - what can I do?
  • Where should I create and store my mailing templates?
  • Where can I edit value lists?
  • How can I delete alerts or change their order?

• CRM - Integrations

  • Eudo Trainer - The app for teachers
  • API documentation
  • EDU-DEX Integration