How can we help you?

Knowledge Base   /   Getting started

Getting started

Home page that gives a current summary, easy-to-read form, of key information relating to progress, performance and activity.   Monthly statistics Display indicators based on current month ...
List contacts in table with all useful data and principles actions.   Column visibility The table can display all contact data. To guarantee flexibility and a good reading of the data, each...
By clicking on the 'Create new contact' button, a modal opens with a form to enter data relating to a contact :   Fields : First name Middle name Last name Birth date Country Languag...
List contact import data in a table By clicking on the '' button, a modal opens with a form to enter data relating to an import :  Fields : Name File : First you have to download the mod...
Unified table to list all the different communications (INBOUND & OUTBOUND CALLS, INBOUND & OUTBOUND SMS, INBOUND & OUTBOUND EMAIL, ...) of the current month by default.   Period...
Display all tasks in table that will help keep your busy life organised everyday.   Actions View Edit Add note Delete
By clicking on the 'New task' button, a modal opens with a form to enter data relating to a task: Fields : Type Title Creator Priority Schedule Recipients Contacts Details
Manage physical and virtual appointments with contacts and users.   Views In the right header, you can switch from calendar and table views .   Actions View Edit Add note Delete
By clicking on the 'New appointment' button, a modal opens with a form to enter data relating to a appointment: Fields : Type Organiser Users contacts Subject Phone number URL / Place De...
Submenu containing all the integrations (apps) already activated.
In telecommunications, supervision is the monitoring of a telecommunications circuit for telephony in order to transmit to an operator, a user or a switching system, information on the operating st...
This page is composed of the tabs of different activated reports.
The Organization page gives customers the ability to access all configurable features of the app, including various communications, extensions, phone numbers, landing pages and integrations. In add...
To add user, click to 'Create new user' button. From this modal, Follow the next steps :   1. Creation mode 2. User info : Personal data 3. User scopes : Manage the user's inheritance scop...
"Advanced Search" enables you to search for Contacts, Communications , tasks or appointments that match specific values in specific fields.
For a user who has at least one extension, This block displays the status of calls.