Documentation

These articles will give you a hand with any queries about creating, saving, importing or exporting documents.

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11 articles in this collection
Written by Isobel Honour

Re-installing Save to CRM Add-in

A guide on how to re-install the Save to CRM Add-in within Outlook.
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Written by Isobel Honour
Updated over a week ago

Setting Product Images for Quote Tables

This article outlines how to set product images to be displayed within the Quote tables.
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Written by Isobel Honour
Updated over a week ago

Quick Create for Document Templates

This article outlines how to configure quick create for document templates within the CRM.
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Written by Isobel Honour
Updated this week

Enabling Product Images for Word & Email Quote Tables

This article outlines how to enable product images for your Word & Email Quote tables.
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Written by Isobel Honour
Updated this week

Categorising Saved Emails Using Save to CRM Add-in

This article explains how to categorise your saved emails using the Save to CRM Add-in.
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Written by Isobel Honour
Updated over a week ago

Using Save to CRM Add-in

This article explains how to save incoming emails into the CRM using the Outlook Save to CRM Add-in.
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Written by Isobel Honour
Updated this week

Managing Email Attachments

This article outlines how to manage your email attachments when sending emails via the CRM.
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Written by Isobel Honour
Updated this week

Configuring your Email Templates

This article outlines how to create an email template within the CRM.
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Written by Isobel Honour
Updated this week

Uploading a Photo Using a Mobile Device

This article outlines how to upload a photo to the CRM, using a mobile device.
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Written by Isobel Honour
Updated over a week ago

Adding a Document to a Record

This article outlines how you can add a document and create a document template against a record within the CRM.
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Written by Isobel Honour
Updated over a week ago

Sending an Email from the CRM

This article will outline how to send an email from within the CRM.
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Written by Isobel Honour
Updated over a week ago