2. General information
SpinOffice helps you manage relationships and save time by keeping everything organized. All your contacts, emails, tasks, calendars, documents, projects, and archives are stored in one secure, central database, accessible to you and your team. Files and messages are encrypted in the cloud, with only you holding the key. When collaborating with multiple users, the administrator can control each user's permissions for added security. 2.1 The difference between Limited and Pro 2.2 A contact card for every contact 2.3 Header bar, Main menu & Screen preferences 2.1 The difference between Limited and Pro You can use the Limited obligation-free edition until you reach 50 items. An item includes each manually added contact, sent email, and document, or attachment. Mass contact imports and incoming emails don’t count. Try the SpinOffice Limited edition as long as you like to see if it meets your needs. Set up email, import contacts, create email templates, archive notes and memos, create filters, and send mailings to your contacts. Upgrade to Pro for € 34,50 per user per month (billed annually) in the first year. Only users with a Pro license will be fully operational. The Pro license fee in the following years is € 37,90 per user per month (billed annually). For US users USD price is applicable; for all other countries, including EU member state users, the EUR price is applicable. An upgrade to Pro gives you: 2.2 A contact card for every contact SpinOffice organizes each business contact in its file within the database. The Contact List screen lets you search and filter contacts by multiple fields. The selected contact's details are displayed on the right. Double-click a contact or company name to open their contact card. This works throughout the software—just click any name to view the card. The contact card acts as an "archive," displaying contact details on the left, along with all communication, tasks, notes, appointments, attachments, and files associated with that contact. We explain this in more detail in the chapter 3. Contacts section. 2.3 Header bar, Main menu & Screen preferences SpinOffice is available on the web, desktop (Windows and Mac), and mobile. In general, the layout and features are the same on any platform. Below is an example of the Contact list screen on a Mac desktop. At the top, you have screen tabs to navigate through the important screens/features of the software. There are a few important points about the screen tabs: Go to menu Administration -> User settings -> Default tabs to do this. And manage the tabs to open when you log in to SpinOffice. See below: Drag them in preferred order and tick the screens you want to have opened on login. Click -> Save to confirm. Next time you log in, the preferred order is applicable. The Pro version allows you to drag tabs outside the application window, for instance, to have your Inbox open on another screen. To do this, go to the menu option: Administration -> User settings -> Default tabs and tick the checkbox 'Allow dragging tabs out of the application.' Click Save to confirm. Next time you log in, the option is applicable. All new emails, open emails, call reports, memos, etc. That you create will appear in a new tab. When you click on ‘Send’ or Close, the tab will automatically close, and you can continue where you were. Below the screen tabs you have a colored header bar where you find the most used menu items for that screen. This header bar has different colors for each important screen: Home dashboard = gray Contacts list = green Contact's archive = green Inbox = blue Kanban board = orange Calendar = purple In the header bar, you have the main menu on the left. This main menu contains all the options and actions that you have access to in your version. Go to Administration to customize the database. Read all about the items here in Chapter 12. Administration menu options. On the right side of the header bar, there are the screen preferences. This part is different for each screen and shows you all the settings that you can adjust and set for the selected screen.