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Text templates

Knowledge Base Administration

Menu: Export → Text templates What Text templates are individually created texts that can then ...

Updated 1 year ago by Peter

Microsoft 365 - E-Mail Sync

Knowledge Base Administration

Menu: Technical → Microsoft 365  What Advatra can connect with your Microsoft 365 tenant. With ...

Updated 1 year ago by Peter

Images

Knowledge Base Administration

Menu: Sales → Images What Before adding images to the gallery, you must define categories under...

Updated 1 year ago by Peter

Image categories

Knowledge Base Administration

Menu: Sales → Image categories What This is important for the search function for images. Here,...

Updated 1 year ago by Peter

Holidays

Knowledge Base Administration

Menu: General → Holidays What The general holidays are entered here. If you work with product t...

Updated 1 year ago by Peter

Forms

Knowledge Base Administration

Menu: Web portal → Forms What A form can be any type of feedback that can be filled out by exte...

Updated 1 year ago by Peter

Departments

Knowledge Base Administration

Menu: General → Departments What If your organization has different departments, they can be de...

Updated 1 year ago by Peter

Marketing codes and sales activities

Knowledge Base Sales

Menu: CRM → Marketing codes and sales activities What Marketing codes only relate to sales. A m...

Updated 1 year ago by Peter

GDPR requests

Knowledge Base Sales

Menu: CRM → GDPR Requests What There is a function to black out all personal data. This is impo...

Updated 1 year ago by Peter

Company types

Knowledge Base Administration

Menu: General → Company types What Individual company types can be entered and later assigned w...

Updated 1 year ago by Peter

Dossiers

Knowledge Base Sales

Menu: Companies → Company → Location → Dossiers What A dossier is always linked to a location, ...

Updated 1 year ago by Peter

Documents

Knowledge Base Sales

Menu: Companies → Company → Location → Dossiers → Documents What Documents are all types of inf...

Updated 1 year ago by Peter

Document notes

Knowledge Base Administration

Menu: Exports → Document notes What Document notes are textual contents that can be attached by...

Updated 1 year ago by Peter

Availabilities

Knowledge Base Sales

Menu: CRM → Availabilities What Availability of guides, drivers and tour guides can be entered ...

Updated 1 year ago by Peter

AXUS

Knowledge Base Sales

Menu: CRM → Company → Location → Dossier → Choose a doument (Offer, Confirmation) What AXUS is ...

Updated 1 year ago by Peter

General

Technical Information Export Templates (DOCX/XLSX)

You can find all variables that you can use here, depending on the document type: Tr...

Updated 1 year ago by Peter