Personal settings
- Menu customization
- My calendar and tasks
- My activity types
- E-mail setup
- Search settings
- How to use filters?
Automations and notifications
Site settings
- My settings and site settings
- Company data and logo
- Calendar and task settings
- Task and event durations
- Activity types
- Labor cost
User administration
- Users and access rights
- Users and groups
- Adding and modifying a user account
- Adding, modifying and deleting user groups
- 2-step verification setup
- Single sign-on (SSO)
Import and export
- Importing data
- Importing contacts
- Importing tasks
- Importing projects
- Importing products and services
- Importing quotes
Integrations
- Overview of integrations
- Calendar integration: Google Calendar
- Calendar integration: MS Exchange
- Calendar integration: Apple Calendar
- Stripe integration
- QuickBooks integration