Paola VERCKEN

What's new in April 2023?

1. Versions & RoadMap
2. Release notes

With the arrival of Spring, the whole BoondManager team was committed to surpass themselves in order to offer you these new features you've all been waiting for.  Navigation & collaboration 🔔 Br...

• Edited April 13, 2023 07:59
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Configuring and using alerts 🚨 (former "notifications")

1. Tutorials
2. Apps

Alerts will help you drive your activity efficiently and help you make sure that your database is up to date, as well as help you not to forget anything to do on BoondManager.  These, daily and ...

• Edited March 31, 2023 14:22
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How does search work in modules?

1. Tutorials
2. Navigation, notifications, sharing & searching engine

Learn everything you need to know about keywords search engine of BoondManager's modules. Summary ⚙️ Our different search engines First of all, you must know that each module does not use the...

• Edited April 04, 2023 22:44
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Configuring search rights for a module

1. Tutorials
2. Administration

Search rights allow you to determine which possibilities of search you wish to give your collaborators and which filters they will have access to.  The Search section consists in 3 categories: aut...

• Edited April 04, 2023 22:49
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Saving your searches

1. Tutorials
2. Navigation, notifications, sharing & searching engine

Whichever module you use, to avoid having to configure over and over again the same search criteria (keywords, filters, sorting and view), you can: save your search criteria (i.e. Keywords = Deve...

• Edited March 27, 2023 12:54
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What's new in February 2023?

1. Versions & RoadMap
2. Release notes

To celebrate this new year and to put some sparkles in your eyes, the whole team is proud to introduce you these new features you've been waiting for. Navigation and collaboration ✍️Signing your...

• Edited February 17, 2023 16:28
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Create a new company in the CRM

1. Tutorials
2. CRM

If you wish to create a new company in the CRM, here are the steps to follow!  Contents Prerequisite Before creating a new company into the CRM, please make sure it does not already exist in t...

• Edited February 15, 2023 14:35
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OrganizationChart

1. Tutorials
2. Apps

This app allows you to create and print organization charts of your CRM companies. Contents Installation and access to the app Installing the app Administration > Apps / Marketplace > Marketp...

• Edited December 23, 2022 08:59
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• 0 comments
• -4 votes

DocTemplates

1. Tutorials
2. Apps

This application allows you to generate documents (Word or PDF) with your personal touch. With DocTemplates, you will be able to customize your templates for:  Technical Dossiers (TD) in Cand...

• Edited December 09, 2022 08:30
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Creating templates for actions

1. Tutorials
2. Actions

On each module, you have the possibility to create templates that you can associate to a type of action.  Contents Creating personal templates Straight from an action card From your config...

• Edited December 08, 2022 09:49
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