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Assigning tasks

To set a task: Click the Create button in the upper left corner and select the Task option. Enter a Title for your task. Select an appropriate task Category from the drop-down list. Enter a contact you wish to link your task with. Set a... Read More

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

Creating Events

There are two ways to add events to QuikBox Calendar Quick Mode Left-click within a day you wish to add an event to In a new popup window, enter the event basic information: title, location, time and select the calendar you wish to add your event to... 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

Managing Participants in a RingCentral Meeting

Hosts can click on the in-meeting dashboard to manage Participants. If any Participant is on video, Hosts can hover on the Participant thumbnail then click to see the options. NOTE: The image below shows how options look like when Hosts manage... Read More

Managing your QuikBox Chat Account

To access and manage your QuikBox Web Chat account on a server, login and click on your profile picture or username and select My Account. Changing an account setting only changes it for the server you are connected to and not all servers you... Read More

Connecting to a VPN Session

To start the VPN connection of a registered connection setting, double-click the connection setting or click [Connect] on the [Connect] menu.   Establishing a VPN Connection When a VPN connection is established, the connection status changes to... Read More

Joining a Remote Session

Log into the host page using your username and password 2.There are several ways to join a session as a host from the Host page: Double-click on a session Select a session and click the “Join” icon. Right-click on the session and select �... Read More

Adding your Computer to a Remote Site

Build an access agent installer. Click the Arrow to open the “Build Installer” modal window  2. Pick a name for the access session that will be created by this installer. From the drop-down menu, select either, “Use Machine Name” or �... Read More

Message Actions

You can interact with already posted messages too. To open the message actions menu, hover your mouse over the desired message and click on the three dots that will appear on the right side of the message. From this menu you can do the following.... Read More

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