ClientManager Support Desk
ClientManager Support ClientManager Support Desk Knowledgebase CRM Basics
Interactions
Suggested knowledgebase articles:

Knowledgebase CRM Basics Interactions

Articles in this category

Using the Interaction Log

What is the Interaction Log? The interaction log provides a summary of all the interactions you've had with a specific client. Interactions refer to events such as email communications, sms and Whats...

Downloading a client's Interaction Log

A client's interaction log (the list of interactions) can be downloaded in various formats. The interaction log can be downloaded as a PDF, Excel document, CSV document, or directly printed. To downl...

Sending SMS through ClientManager

ClientManager offers an integrated SMS feature that enables advisers to communicate with their clients seamlessly. This article provides a step-by-step guide on how to send SMS messages through Client...

Outlook Addin: Saving emails to the CRM

The ClientManager for Outlook addin allows you to save emails to the CRM, directly from Outlook. You can simply install the addin, choose an email in your Outlook client, and click "Save email to CRM"...

Updating your Outlook Addin

We're passionate about constantly enhancing ClientManager and our related tools. As such we will likely update and enhance the Microsoft Outlook Addin from time to time. The ClientManager for Outlook ...

Powered by Help Desk Software HESK
More IT firepower? Try SysAid