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?
How are transactions organized in ZeyOS?
To transfer or add items, select the item and got to Transactions. Here you have a variety of possible actions.
You can add or remove items to a storage,
transfer items between storages
or make reservations. There are three different ways to remove items: Remove, Delete and Cancel.
Booked transactions can only be cancelled and reservations can only be deleted. If you select a combination of booked transactions and reservations you can coose: Remove will delete and cancel all selected transactions, Delete will only delete reservations and Cancel will only cancel booked transactions.
