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The RingOut feature allows users who have an unstable internet connection to use a landline or a mobile phone to make phone calls while still utilizing the carrier services of RingCentral. Once the RingOut feature is enabled and set up, you can... Read More

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

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

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

1.Erase After your scan comes in, you can make edits to the page: crop and straighten it, remove stray marks and background noise, and erase or even redact (black out) parts of the text. To use these features:1. Open the scan in the Edit view2.... Read More

If you prefer an Explorer interface to FileCenter’s “drawer” approach, you have two options. We recommend you still use cabinets, but with the Do Not Use Drawers display style:1. Click the Cabinets button2. Select the cabinet on the list3.... Read More

If you navigate to FileCenter’s Search tab, the first thing that you’ll see is an option to select the Engine. Select Windows File Search. Now you can provide any of the following search parameters (all are optional):File Name. Provide... Read More

While it’s possible to search entire cabinets, you’ll also find it useful to limit your search to a specific drawer or folder:1. Select the drawer/folder you want to search2. Click the Search button above the list of files3. Choose... Read More

When you scan to PDF, FileCenter can automatically make the file searchable, without any extra steps or effort on your part. Here’s how:1. Click Scan on the main toolbar (in either Manage or Edit view)2. On the scan dialog, down under the Scan... Read More

Download and install the Rocket Chat App from the Google Playstore or Apple AppstorePlaystore: https://play.google.com/store/apps/details?id=chat.rocket.androidAppstore: https://itunes.apple.com/us/app/rocket-chat/id1148741252?mt=8 Start the... Read More