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Knowledgebase Tag: For Users

Categories

  • Contacts
    • Users
    • How to add a new contact?
    • How to edit a contact?
    • How to view a contact’s full information?
    • How to import contacts from a CSV file?
  • Notes
    • Users
    • How to create a note?
    • How to edit a note?
    • How to view a note?
  • CRM
    • Users
    • How to quickly add a lead?
    • Can I group my prospects?
    • How to convert a client into a prospect to sell another product?
    • I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
    • How do I move a lead between different CRM steps?
    • How do I register an event or activity for a prospect?
    • How can I view the list of products and services?
  • Billing
    • Users
    • How to create an invoice?
    • How to print an invoice?
    • How to download an invoice as a PDF?
    • How to resend an invoice?
    • How to pay an invoice?
    • How to view the list of payments?
    • How to view the list of receipts?
    • How to add a receipt?
  • Quotes
    • Users
    • How to send a quote?
    • How to generate an invoice from a quote?
    • How to view quote details?
    • How to download a quote as a PDF file?
  • Tasks
    • Users
    • How to add a task?
    • How to add a project?
    • How to start and stop task time?
    • How to add a sub-task?
    • How to change a task’s status?
  • ClockEase
    • Users
    • How to punch in and out?
    • How to request time off?
  • Phone
    • Users
    • How to make a call?
    • How to send a text message?
    • How to check voicemails?
  • Fleet Hub
    • Users
    • How to add a vehicle?
    • How to register vehicle maintenance?
    • How to add a checkpoint to a vehicle?
    • How to set a reminder for a vehicle?
    • How to report an issue with a vehicle?
    • How to view full vehicle information?
  • Cybix AI
    • Users
    • How to use Cybix AI?
  • Chat
    • Users
    • How to send a message?
    • How to add a user to the chat?
  • System
    • Users
    • How do I manage my profile information?
    • How do I change my profile password?
    • How do I view active sessions on my profile?
    • How do I manage notifications?

How do I manage notifications?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

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How do I view active sessions on my profile?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How do I change my profile password?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How do I manage my profile information?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How to use Cybix AI?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How to view full vehicle information?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How to report an issue with a vehicle?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How to set a reminder for a vehicle?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How to add a checkpoint to a vehicle?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

How to register vehicle maintenance?

Within the profile settings, click on the Notifications tab. You’ll see a list of modules where you can enable or disable notifications. Click Save Changes

Continue Reading

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