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CRM2 Manual

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Table of Contents

CRM2 Manual

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- CRM2 Manual — 1

1. Get started
- 1.1 Important changes from the previous system to the current one
- 1.2 Logging in
- 1.3 The 5 pillars of BaseNet
- 1.4 Linking in BaseNet
- 1.5 Search screens
- 1.6 Project and Relation pages
- 1.7 Tips and tricks
2. Dos & Don’ts
- 2.1 Dos
- 2.2 Don’ts
3. Legal
- 3.1 Matters
- 3.2 Matter invoicing
4. Relation management
- 4.1 Creating a new relation
- 4.2 Importing relations
- 4.3 Resend a failed import
- 4.4 Duplicate relations
5. Calendar and Tasks
- 5.1 Create and edit appointment
- 5.2 Searching in your calendar
- 5.3 Group calendar
- 5.4 Create tasks
6. Correspondence
- 6.1 Sending an email
- 6.2 Archiving an email
- 6.3 Editing documents
  - 6.3.1 Create a document
- 6.4 Searching the Archive
- 6.5 Setting up an out-of-office reply for your email account
7. Time entries (hours) and projects
- 7.1 Enter time entries
  - 7.1.1 Hourly rates
  - 7.1.2 Adjust time entries
- 7.2 Create a project
  - 7.2.1 View a project
8. Company settings
- 8.1 System settings
- 8.2 Project
- 8.3 Relation
- 8.4 Legal
- 8.5 Calendar
- 8.6 Tasks
- 8.7 Correspondence
- 8.8 Time entries
- 8.9 Templates
- 8.10 Email
9. Personal settings
- 9.1 Personal
- 9.2 Relation settings
- 9.3 Calendar
- 9.4 Tasks
- 9.5 Time entries
- 9.6 Email
10. Templates
- 10.1 Template variables and linking
- 10.2 HTML templates
- 10.3 Template code examples

2. Dos & Don’ts

1.7 Tips and tricks

Requirements for an optimal use of the system.

1.7 Tips and tricks

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