How do I terminate Client management system access for an employee who is leaving our company?
You can terminate Client management system access for an employee who is leaving your company by either deactivating the user or deleting the user.
Related Articles
Understanding Client Management System
System Requirements Client Management System is an on-demand, user-friendly application, compatible with basic system configurations. We suggest you take a look at the system requirements, listed here. Operating System Windows, Linux and Mac OS X Web ...
Export Client management system Data
To export data from the modules (through Data Administration Tools) Click Setup > Data Administration > Export. In the Export Data page, select the module from which you want to export data from the Select Module list. Click Export. The records will ...
How can I fetch mails from my other accounts in Client management system?
You can add your other (external) accounts as POP accounts in Client management system, if your other mail servers support POP Access. Steps to Add POP Accounts To add your other POP Mail accounts in E-mail, you need to check whether your Mail ...
What are the modules in Client management system I can sync my contacts from?
You can sync contacts from the Contacts and Leads module. You can also sync contacts from respective custom views.
Import Users from Client management system / Mail Suite and Google Apps
Team Collaborations provides an option to import users / accounts from Client management system, Mail Suite and Google Apps. From Client management system, Mail Suite and Google Apps, you can import your team collaboration / client users for ...