Task creation user rights
To prevent planned project times being exceeded for customer projects, you have the user rights for task creation...
User administration
- General
- order management
- other
- Company Wiki
- seminar management
- resource plan
- revenue
- Financial management
- are built on?
- Organization
- Accounting
- Task Management
- Time recording
-
contact management
- Create contact person/define contact person contact type
- Actions for multiple contacts/contact groups
- Worksheets Management Widget – Contact
- Contacts - Orders
- Add multiple contact addresses
- HTML Widget – Contact
- 1Tool as customer management software
- call log
- Contact information
- label printing
- Contact History/Notes
- Quick Search
- contact management
- Create contact group
- Create contact group
- Salutation – Contacts
- Define contact types/views yourself
- Favorite Contacts
- Manage Distribution Lists
- contact map
- Change contact picture setting
- Mail Templates
- Change contact picture
- Industries
- Create new contact
- AZ contact search
- contact search
- Awards
- Features
- Email link
- Navigate
- Shop
-
Update
- Tips for GDPR-compliant use of your recruiting software
- Our new merchandise management module is online!
- 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!
-
Newsletter
- Create newsletter template
- Create newsletter
- Insert newsletter content
- Insert newsletter content
- Subsequent editing of content
- Email Marketing Tool
- newsletter template
- Forms
- Newsletter form
- Newsletter settings
- Delete newsletter
- Optimize newsletter views
- Insert button element
- Newsletter salutations
- Insert icon element
- insert line
- send newsletters
- Insert unsubscribe link
- Insert separator
- Insert text element
- Campaign overview
- campaign management
- Create a newsletter campaign
- The new newsletter module
- Newsletter template placeholder
- Insert picture element
- Hard bounces cleanup
- Newsletter reports
- Newsletter registration on the homepage
-
Opportunities
- Opportunity Stages
- Create sales opportunities
- Opportunities
- Sources – Opportunities
- Opportunity stage status and probability
- Turnover/sales report by mail
- Opportunity detail view
- Opportunity Reports
- sales targets
- Revenue Goals Reports
- Opportunity Funnel
- Opportunities Overview
- Opportunity Dashboard
- product management
- ERP
-
Invoices
- Create invoices/orders in a new phase
- Invoice options
- accounting groups
- to process bills
- Canceled invoices
- invoice report
- data collection log
- Sales data invoices
- Invoices – General settings
- Tax Free Invoices
- Invoicing for small businesses
- Payment methods
- Payment texts – invoices
- reminder circles
- Create Daily Income
- Invoice/Payment Text Contacts
- Discountable Products
- Payments
- Subscriptions
- Projects
- User administration
- applicant management
- Calendar
- Cost Management
- Document Management
- Import / Export
- integration/synchronization
- SMS marketing
- Dashboard
- Reservations/Bookings
User administration
The user management in 1Tool gives you the opportunity to create new users, assign rights for them, and...
Creation of user groups and rights management
To create a new user, it is necessary to assign them to a user group. (how to make a new...
Manage user positions
User positions are used to record a user's planned working hours in order to record overtime more easily. A new user positions can...
Email signature
With 1Tool you can create your own email signature. The e-mail signature can be found under master data –...
Territory Responsible Users
With 1Tool you can determine the responsible users for each area. For each area or postal code, responsible...
Creation of users and assignment of rights
The user and rights management is used to create and manage the users and user groups of your 1Tools. Find these...