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Text templates
Menu: Export → Text templates What Text templates are individually created texts that can then ...
Microsoft 365 - E-Mail Sync
Menu: Technical → Microsoft 365 What Advatra can connect with your Microsoft 365 tenant. With ...
Images
Menu: Sales → Images What Before adding images to the gallery, you must define categories under...
Image categories
Menu: Sales → Image categories What This is important for the search function for images. Here,...
Holidays
Menu: General → Holidays What The general holidays are entered here. If you work with product t...
Forms
Menu: Web portal → Forms What A form can be any type of feedback that can be filled out by exte...
Departments
Menu: General → Departments What If your organization has different departments, they can be de...
Marketing codes and sales activities
Menu: CRM → Marketing codes and sales activities What Marketing codes only relate to sales. A m...
GDPR requests
Menu: CRM → GDPR Requests What There is a function to black out all personal data. This is impo...
Company types
Menu: General → Company types What Individual company types can be entered and later assigned w...
Dossiers
Menu: Companies → Company → Location → Dossiers What A dossier is always linked to a location, ...
Documents
Menu: Companies → Company → Location → Dossiers → Documents What Documents are all types of inf...
Document notes
Menu: Exports → Document notes What Document notes are textual contents that can be attached by...
Availabilities
Menu: CRM → Availabilities What Availability of guides, drivers and tour guides can be entered ...
AXUS
Menu: CRM → Company → Location → Dossier → Choose a doument (Offer, Confirmation) What AXUS is ...
General
You can find all variables that you can use here, depending on the document type: Tr...