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Action Target Prerequisite Result Send E-Mail Send e-mail Deposit logo with sender E-mail was sent Create letter Create letter Deposit logo with sender Letter was generated as PDF and can be printed
This menu item provides an overview of all recorded messages. Click on “+ Message” to create a new message. Here you have the option of either entering new data or integrating an existing template. After entering all data, click on
Under Setting, the entries of the selection lists can be managed. Customers can decide individually which entries they want to have in the respective selection lists.
This menu item provides an overview of all documents in the company. Click on “+ Document” to create a new document. Clicking on the record in the table opens the view with further details of the respective document. Further information
This menu item provides an overview of all documents assigned to the logged-in user. Click on “+ Document” to add a new document. After entering all data, click on “Save”. Clicking on the record in the table opens the view
Under Setting, the entries of the selection lists of the templates can be managed. Customers can decide individually which entries they want to have in the respective selection lists.
This menu item provides an overview of all templates in the company. Click on “+ Template” to create a new template. Clicking on the data set in the table opens the overview with further details of the respective template. The
Under Setting, the entries of the selection lists can be managed. Customers can decide individually which entries they want to have in the respective selection lists.
Several tasks that belong together can be combined in a task list. A new list can be created via the “+ Task list” button. Via the overview of the individual lists, the tasks that belong to them can be viewed
This menu item provides an overview of all tasks assigned to the logged-in user. Click on “+ Task” to create a new task. The “Actions” button can be used to mark a task as completed. Clicking on the record in
