Project management
With the 1Tool You can optimally control the entire project management in the "Project management" module. Individual projects can be created,...
Projects
- General
- Task Management
- order management
- User administration
- applicant management
- are built on?
- Accounting
- Dashboard
- Document Management
- revenue
- Financial management
- Company Wiki
- Import / Export
- integration/synchronization
- Calendar
-
Contact management
- Contact management
- Define contact types/views yourself
- Import / Export
- Export contacts
- duplicate detection
- Contact information
- Create contact group
- Create contact person/define contact person contact type
- Actions for multiple contacts/contact groups
- Contacts - Orders
- Worksheets Management Widget – Contact
- Add multiple contact addresses
- HTML Widget – Contact
- call log
- Quick Search
- label printing
- Contact History/Notes
- Salutation – Contacts
- Favorite Contacts
- Manage Distribution Lists
- contact map
- Mail Templates
- Change contact picture setting
- Change contact picture
- Industries
- Create new contact
- AZ contact search
- contact search
- Features
- Awards
- Email link
- Cost Management
- Navigate
-
Newsletter
- Email Marketing Tool
- Create your newsletter
- Create newsletter template
- Newsletter settings
- Manage Distribution Lists
- Subsequent editing of content
- Insert newsletter content
- Forms
- Newsletter form
- Delete newsletter
- Optimize newsletter views
- Insert button element
- Insert icon element
- Newsletter salutations
- insert line
- Send your newsletters
- Insert text element
- Insert separator
- Insert unsubscribe link
- Create a newsletter campaign
- campaign management
- Campaign overview
- Insert picture element
- Newsletter template placeholder
- Newsletter registration on the homepage
- Newsletter reports
- Hard bounces cleanup
- Organization
- product management
- Projects
-
Invoices
- invoicing
- accounting groups
- reminder circles
- New bill
- to process bills
- Payment texts – invoices
- Invoice options
- Invoices – General settings
- Canceled invoices
- invoice report
- Discountable Products
- Payment methods
- Invoice/Payment Text Contacts
- Subscriptions
- data collection log
- Payments
- Sales data invoices
- Tax Free Invoices
- Create invoices/orders in a new phase
- revenue
- Rights and roles
- Reservations/Bookings
- resource plan
- seminar management
- Shop
- SMS marketing
- ticket system
-
Update
- BusyContacts plugin for 1Tool!
- New 1Tool Version 3.4.2 online!
- New 1Tool Version 3.3.27 online!
- 1Tool version 3.3.16
- The new 1Tool version 3.3.13
- Let our new 1Tool Version 3.3.2 inspire!
- Discover our new 1Tool Version 3.3!
- New features with 1Tool version 3.2.18
- The actual 1Tool Version 3.2.0 is now online!
- Opportunities
- ERP
- Time recording
Create project phase
Under Settings - Organization - Projects - Phases you have an overview of the different phases in...
Create project categories
To create a new project category, click in the menu under Settings - Organization - Projects -...
Project Number - Format
The settings for the format of your project numbers can be found under Settings - Organization - Projects - Project...
New project
To create a new project, select Organization – Projects – New Project. The screenshot below shows this...
Project detail view
Immediately after creating a new project, you get to the detailed view. Alternatively, this view can also be displayed in...
Project overview
All projects that are currently being implemented in the company are displayed in the project overview. You can find these under Organization...
project controlling
With the 1Tool Project controlling enables the monitoring of project times and costs. You can find this under Organization - Projects...
project schedule
The project schedule can be found under Organization – Projects – Project schedule. You can use the available...