Connect
Connect - Comments
This article is part of the Connect section. Find all related articles here: Connect Introduction Comments can be added to meetings and cases but not tasks. There are two types of comments: public and private. Use private comments to share internal ...
Connect - My Calendar
This article is part of the Connect section. Find all related articles here: Connect The My Calendar page under the the Scheduling menu, offers an overview of your scheduled meetings and tasks. Meetings appear with a blue background. Tasks are shown ...
Connect - Meetings
This article is part of the Connect section. Find all related articles here: Connect The diagram below shows the action buttons available within a meeting: Creating Meetings To create a meeting: Hover over Upcoming Meetings under the Scheduling menu. ...
Connect - Cases
This article is part of the Connect section. Find all related articles here: Connect You can create cases individually or as part of a meeting. We’ll refer to these as individual cases and meeting cases. The diagram below shows the action buttons ...
Connect - Managing Tasks
This article is part of the Connect section. Find all related articles here: Connect You can create tasks individually or as part of a case or meeting. We'll call these individual tasks, case tasks and meeting tasks. The diagram below shows the ...
Connect - Creating Tasks
This article is part of the Connect section. Find all related articles here: Connect You can create tasks individually or as part of a case or meeting. We’ll refer to these as individual tasks, case tasks and meeting tasks. Creating Tasks To create ...
Connect - Admin: Working Hours
This article is part of the Connect section. Find all related articles here: Connect In the Admin menu, select Working Hours to set up your standard working hours and any exceptions: Standard Working Hours Under Standard Working Hours, click the ...
Connect - Admin: Dropdown Types
This article is part of the Connect section. Find all related articles here: Connect To add and manage SLA types for cases, documents and meetings: Go to the Admin menu > Customisable Types. Click on a type under Customisable Types (e.g. Case Status ...
Connect - Reports
This article is part of the Connect section. Find all related articles here: Connect Check out the available reports in the Power BI menu, using the drop-down menu: Exporting a report You can export data from a report in two formats: Excel (.xlsx) or ...
Connect - Admin: Users, User Groups and Permissions
This article is part of the Connect section. Find all related articles here: Connect In the Admin menu > Users submenu, you can: create and manage users, create and manage user groups, assign and unassign permissions. Use the three options here: ...
Connect - Signing Up and the Dashboard
This article is part of the Connect section. Find all related articles here: Connect Introduction Connect is a web-based application that helps property managers and homeowners interact easily. It allows you to schedule meetings, manage tasks and ...