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SingleCase settings
SingleCase settings
Important steps if you are setting up SingleCase for your business
By Roman and 2 others
3 authors
13 articles
And here are your first steps in setting up
How can I invite a new user?
Adding a new user
How to create a SingleCase shortcut
For quick launch via icon in individual browsers
Mail and Calendar
Why isn't sending and syncing with Gmail working?
If you use Gmail to manage your emails, you need to make specific settings
How to synchronize tasks, deadlines and meetings with the calendar?
Custom fields
How to create and set up custom fields?
Add custom fields for clients, contacts, projects/files, users
How to edit custom fields?
Naplnění volitelného pole typu "Rozbalovací seznam", Úprava volitelných polí
How to add optional fields to groups?
Vytvoření skupin pro volitelná pole
Project/Case
Billing Entity
Case - what to find where
SingleCase gives you one simple view of everything that is going on around the case. Figure out the details here.
Connection to banks
1 article
Advanced
Access for the Singlecase technical support
How to enable a technical support access
How does data export/import work?
Stahování a záloha dat
Regular backups to SharePoint
Set up automatic weekly backups to your storage
