Auto Archiving
Watch this space for articles regarding Auto Archiving.
Every individual contact has its own personal archive, which is hidden behind the contact card, This archive gives a chronological overview of all correspondence with corresponding contact. Thus all emails, attachments, open...
Yes they are! Based on the email addresses added to a contact card, alle emails that arrive in your inbox will automatically be linked to- and stored behind the contact card of the particular relationship. Even when you conf...
On various spots within the application it is possible to import files and to connect them to a contact in order to build up a file. Import local files (e.g. documents, Pdf’s, images, spreadsheets) in order to connect them...
In your inbox:
Use the right mouse click (or two fingers trackpad click) on an incoming email message and choose ‘Contact link’ in the appearing menu. A popup will appear where any contact in SpinOffice can be searched (b...
All kind of information can be added to folders. Examples of common used folders are service, support, sales, tenders, projects, visits, invoices. Folders are always linked to one or multiple contacts. First thing to do is, ...