QuikBox Office

Adding contacts to the CRM

To add a new contact to your customer database: Click the Create button in the upper left corner and select one of two options: Person or Company. Fill in the obligatory fields: First Name and Last Name for persons, Company Name for... Read More

Adding/Creating documents

To transfer all your files to the 'Documents' module, you can upload existing documents from your computer hard disk drive to the online office. To upload a file, Open the needed section or folder where you want to upload your files to by... Read More

Eliminate Duplicate Contacts

Enter your portal using your login details. Click the CRM link on the start page. The contacts list will open by default. Find the duplicate of the original contact in the list using the available filters. Click the needed contact to open it.... Read More

Manage files

To quickly find the necessary file by name, use the Search field on the top. To sort items in the file list, Tap the  icon in the upper right corner, Tap the arrow next to the Sort by menu item and select the necessary sorting criterion:... Read More

Sharing documents with portal users

If you want to grant access only to people who can log in to your portal, Set a default access type for all the persons/groups you want to share the document with. The Read Only option is selected by default. Click the   icon next to the the... Read More