How do I import from Excel/CSV? (video) Date: December 5th, 2018 By: infoflo2019 Categories: Getting Started, Video Read More
How do I Clear the User Cache? (video) Date: December 5th, 2018 By: infoflo2019 Categories: Client Installation & Configuration, Video Read More
How do I create Document Templates and Link them to Contacts? (video) Date: December 5th, 2018 By: infoflo2019 Categories: Document Templates, Templates, Video Read More
How do I Add a Contact to a Category? (video) Date: December 5th, 2018 By: infoflo2019 Categories: Getting Started, Sharing & Collaboration, Video Read More
How do I Add Multiple Contacts to a Category? (video) Date: December 5th, 2018 By: infoflo2019 Categories: Getting Started, Sharing & Collaboration, Video Read More
How do I create a New Task? Date: November 20th, 2018 By: infoflo2019 Categories: Task Management, Video Read More
How do I create a New Note linked to a contact? Date: November 20th, 2018 By: infoflo2019 Categories: Notes Management, Video Read More