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Modules
- - - 1Tool Modules
      
      Put the modules together individually.
    - Marketing & Distribution
    - Billing & controlling
      - Invoices
      - Incoming invoices
  - - organization & services
  - - Inventory management & shop
    - special modules
Platform
- - - tool platform
      
      1Tool CRM enables you to attract more customers, create customer interactions and increase sales.
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- - - Support
      
      Do you need help? contact that 1Tool support team!
    - Support
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  - - News
      
      Checklists & Inspections
      
      Manage checklists and inspections...
      
      New app version
      
      New app available for iPhone and Android mobile phones.
      
      All news...
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Novartis/Sandoz quick links

General
- 1Tool create Account
- Get started with 1Tool
- Creation of users and assignment of rights
- Creation of user groups and rights management
- 1Tool Manage/change layout
- Quick Access Toolbar
- Customize menu/navigation
- Change password
- Create notifications
- GDPR – data protection checkbox for forms
Task Management
- Task Management
- Task creation user rights
- Create new task
- Task detail view
- Tasks overview
- Mark task as done
- Daily time tracking & task report
Order Management
- Create job templates
- Define order phase
- New Order
- Order overview
- Order Management
User administration
- Territory Responsible Users
- Email signature
- User administration
- Task creation user rights
- Creation of user groups and rights management
- Manage user positions
- Creation of users and assignment of rights
applicant management
- Applicant management
- Generate job advertisements
- List of applicants and selection of candidates
- Define resume types
- Resume Widget
- applicant search
- Applications widget
- Own fields – applicant management
are built on?
- 1Tool Boards
Accounting
- Accounting - First Steps
- Create account classes
- Overview of account movements
- tax list
- List of totals and balances
- make bookings
Dashboard
- Quicklink Buttons
- News Posts/Notifications
- Dashboard notification
- Dashboard
Document Management
- Edit documents/folders
- document templates
- Document Management
revenue
- revenue
Financial management
- revenue
- Create Daily Income
Company Wiki
- Wiki
- Create wiki article
- Wiki – Glossary
Import / Export
- country codes
- Import Excel file
- Wrong import
- Excel functions
- duplicate detection
- Import / Export
- Export contacts
- Import contacts
integration/synchronization
- attachments
- Email integration
- Synchronization
- CardDAV integration
- CalDAV integration
Calendar
- Calendar categories
- Calendar
- My dates
- appointment types
- Calendar participant roles
- New calendar entry
- Print 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
- cost categories
- manage costs
- cost management
Navigation
- Own fields
- Create your own tabs/widgets
- Add tabs
- Quick Access Toolbar
- Customize menu/navigation
- Novartis/Sandoz quick links
Our 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
- Organization
- Polls module Contacts
- polls series
- 1Tool Boards
- Resubmissions
- Create surveys
- Organisational chart
- Own reports
- Comment Search/Recent Comments
- Comments
product management
- product management
- Create new product categories
- Create new product
- Product Overview
- Products - Simple View
- product reports
- Products - Sales Targets
- Packing units
Projects
- Project management
- Create project phase
- Create project categories
- Project Number - Format
- New project
- Project detail view
- Project overview
- project controlling
- project schedule
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
- Creation of user groups and rights management
- Creation of users and assignment of rights
Reservations/Bookings
- Reservation/Booking Module
- Create room categories
- Create room
- Prices - Bookings
- Pricing Options - Bookings
- Pictures – Bookings
- Booking options
- booking Calendar
resource plan
- resource plan
seminar management
- First steps seminar creation
- Latest registrations – seminars
- Seminar/course overview
- seminar management
- Create seminars/courses
- Create individual events
- Event overview
Shop
- Online Store
- New shop categories
- New shop product
- Online shop product overview
- Online store options
- Online store orders
SMS marketing
- SMS reports
- Send SMS
- SMS marketing
ticket system
- ticket system
- Ticket system overview
- Create a new ticket
- Ticket detail view
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
- Turnover/sales report by mail
- Opportunity stage status and probability
- sales targets
- Opportunities Overview
- Opportunity Reports
- Revenue Goals Reports
- Sources – Opportunities
- Opportunity detail view
- Opportunities
- Create sales opportunities
- Opportunity Stages
- Opportunity Funnel
- Opportunity Dashboard
ERP
- ERP
- create camp
- Orders
- SELL
- journal
- adjustment posting
- Stocktaking
- credits
- Products - merchandise management
- New goods receipt
Time recording
- Time recording
- Create activity
- New time tracking entry
- Edit good hours
- Daily time tracking & task report
- Time tracking report
- Evaluation of time recording
- Add as a comment

Quick links / help for webshop backend

>> Contact management

>> contact search

>> online shop area

>> Product Overview

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