Setup & Configuration End User Tutorials Overview of Claritysoft CRMA Day in the LifeUser SetupSystem SettingsUser Settings Part 1 - Adding New UsersUser Settings Part 2 - Access Profiles and User GroupsData Customization Part 1 - Custom FieldsData Customization Part 2 - Interface DesignerModule SettingsWorkflow ProcessesAction PlansImporting UsersEmail - Outlook 365 Email - Exchange Server Email - GmailCreating an Email SignatureOutlook CalendarGoogle CalendarActivity TypesImporting Your DataOutlook Email PluginGmail ExtensionMobile App - Configure Modules Overview of Claritysoft CRMA Day in the LifeUser SetupSearches, Filters, and ViewsCreating ViewsYour Contact InformationYour PreferencesEmail SettingsCreating an Email SignatureCreating Email TemplatesImporting DataCustom Field TypesPersonalizing the Preview Side PanelCreating and Using Basic ReportsCreating and Understanding Charts Overview of Claritysoft CRM
