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, found under the the Scheduling menu, offers a clear overview of your scheduled meetings and tasks. Meetings appear with a blue background, ...
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 within a meeting. We'll call these individual cases and meeting cases. The diagram below shows the action buttons available ...
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 within a case or meeting. We'll call these individual tasks, case tasks and meeting tasks. Creating Tasks To create an ...
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 In the Admin menu, go to the Customisable Types submenu to add and manage case, document, meeting and SLA types. Click on a type under Customisable Types (e.g. Case ...
Connect - Reports
This article is part of the Connect section. Find all related articles here: Connect You can check out the available reports under the Power BI menu, in the drop-down menu in the top right corner: Exporting a report You can export data from a report ...
Connect - Admin - Users
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, user groups and assign permissions. Use the three options here: Users, User Groups, and ...
Connect - Signing Up. 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 more easily. It allows you to schedule meetings, manage tasks ...