Contents
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Title
- Can I set the access to ZeyOS apps for all users?
- What are associations at ZeyOS?
- How does mindlog and records work?
- How can I change visibilities and ownerships of any object?
- Can I categorize my objects?
- How do I create new users and groups?
- How can I archive read messages?
- Where can I setup an auto-responder?
- How do I connect ZeyOS with my Gmail Account?
- Can I generate mailing lists?
- Where can I add my mail accounts to ZeyOS?
- How can I share e-mails with my co-workers?
- Can I add a signature to my mails?
- Can I associate a task with both a project and a ticket?
- Where can I book a new time entry for a customer or project?
- What is the purpose of action steps? How are they different than tasks or tickets?
- What are tickets and how can I use them?
- How do projects work?
- Do accounts need a correlated contact?
- How can contacts be connected to companies?
- What is the difference between contacts and accounts?
- Can I import my contacts to ZeyOS?
- How does the billing process work?
- What possibilities offers the collection app?
- Can I automatically retrieve values from previous transactions
- How can I create a dunning?
- Where can I register payments?
Do accounts need a correlated contact?
Let's take a closer look at the accounts app.
While contacts can exist without any correlations, accounts always need a correlated contact. Here is how it works.
When you create a new account, you need a correlated contact. Either you create a new contact directly,
or you start typing the name of an existing contact. A hit list will appear and you can select the suitable entry.
After inital creating the account you can add several contacts. Again start typing the name of the contact, as the drop down list shows only 100 entries.
