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?
What is the difference between contacts and accounts?
In any business the account management is essential. ZeyOS provides two apps: Contacts
and Accounts.
While contacts simply store main contact details like e-Mail, address or phone number,
accounts is a powerful tool to display business relations. You can set default currencies, exclude taxation and see related price lists at a glance.
