Recent Articles
Customer Management - Enable customer site management for your users
To join the POC, you will need to tick permission"Use customer site management in software". For this,Go to update on your context, then choose"GENERAL Parametering"and"Customer Management".
Customer management - Information for updating the Customer database
A change on the basis of Customer data will occur.in order to consolidate your data to society. It will no longer be possible to type manuallyThisinformation in your customer's card. The field will be replaced by the listParamble"Society"It is within ...
Customer management - Bulk import plans en masse with customer site management
If youUse the software with Customer Management,Know that the file dâ€TMimport inMass will no longer be the same. Indeed, you can identify customers.for which your action plans are affiliated in column "C Â" of theFile of dâ€TMimport. Indicate the ...
Create a Role
In the settings module, click on the 'User Management' menu and then on the 'Roles' section. The Roles register appears. Click on the 'Create a role' button. Enter a 'Label' and any 'Description' for the Role. In the 'Choose permission' section, ...
Update a role
If a role needs to be updated (addition, removal of permission(s)), simply return to the corresponding role form, apply the changes and click on the 'Apply to All Users' button. Connection/reconnection is required to reflect the changes.
Popular Articles
ESS - Creating a Sector
When creating an SES event, you can insert an activity area. To create it, you have to go to the module 'Parametering', 'Security Management', 'General Security', 'Sectors'. Click on the " buttonCreation of a sector" A new page opens. All you have to ...
Employees - Creating a Opportunity Situation
When you create a position via module 'Hr', 'Employees' tab 'Register of posts', you can add opportunities. These opportunities should be set up in module 'Parametering', 'Employee Management', 'Opportunity'. Click on the " buttonAddition of an ...
To Users and Viewers
In the Setting module, General Setting, User Management, Ŕles, theof the'Type'will allow you to distinguish users (paid licenses) from viewers (unlimited and free) More doubt about the granting of permissions regarding "Visioners" because when you ...
Creating a product family
When creating a product, you must assign a family to it. To create it, you have to go to the module 'Parametering', 'Product management', 'Family Family Family Family'. Click on the " buttonCreation of a family" A new page opens. All you have to do ...
Creating a product sub-subfamily
When creating a product, you can assign a sub-subfamily to it. To create it, you have to go to the module 'Parametering', 'Product management', 'Under Family'. Click on the " buttonCreation of a sub-family" A new page opens. All you have to do is ...