How to Setup the FileManager Add-on for Act! CRM (Powered by Corelogix)
Автор: Corelogix
Загружено: 2024-11-08
Просмотров: 2609
Описание:
In this video we will show you how to set up the FileManager add-on for Act! CRM for your specific needs.
👉 Free Trial : https://corelogix.ca/filemanager-tria...
🌐 Learn more : https://corelogix.ca/products/act-add...
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0:00 – Introduction
Brief overview of what File Manager is and how to install it.
0:44 – Choosing a Document Storage Location
2:22 – File Manager Button Overview
3:22 – Creating a File Structure
5:02 – Accessing the Setup Window
5:36 – Configuring File Manager
11:55 – Configuring the Scanner
14:11 – Linking Existing Records
15:36 – Creating New Contacts and Companies
18:23 – Changing the File Path
19:01 – Migrating Existing Documents
21:17 – Managing Documents
21:50 – Scanning Documents
23:15 – Conclusion
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