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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

How to Release a Spam Message

Click the Release link next to the message you would like to release. The Web browser will be redirected to the Email Security Quarantine page. Once the message has been released, a green success pop-up window will appear on your screen. (Note... 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

Creating/Editing a Signature

1.Open a new email message. 2.Select Signature > Signatures from the Message menu.Depending on the size of your Outlook window and whether you're composing a new email message or a reply or forward, the Message menu and the Signature... 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

FileCenter Interface

The Manage tab is where you’ll organize your files. Think of it as Windows Explorer, only better.    You can open files, delete files, rename files, copy files, move files, etc.; but mostly, you will browse, organize, and manage your files �... 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

Getting Started with QuikBox Document Search

QuikBox Document Search provides you with a powerful yet simple interface to search across content sources and to swiftly get the right information at the right time. Please Note: Chrome is the preferred browser for QuikBox Document Search. Install... Read More

Searching Using the Windows Desktop Client

Download the eMail Archive Client setup file. It is a regular Windows setup program, that can by executed on the appropriate client computer by double-clicking on the setup file. Just follow on-screen instructions. Starting and Logging In Start eMail... Read More

Compose Messages

Sending messages in QuikBox Web Chat is straightforward. Type a message in the message box and press Enter or the Send button.If you want to send multiple lines of text, press Shift + Enter to add a new line. Cursor movement while composing a... Read More

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