CRM, Accounts & Contacts

Master Data, Multi-Company Structure, Subsidiaries, Subunits, Customisation, Segmentation, Documents, Mailing Lists, Importing Accounts, Bulk Editing

Fredi Palmgren avatar Matti Patrakka avatar Mohsen Koolaji avatar
27 articles in this collection
Written by Fredi Palmgren, Matti Patrakka, and Mohsen Koolaji
Taimer Standard & Pro users (Starter, Pro, Pro+, Team, Business, Enterprise)

Contacts: Functions in the Contacts module (Standard & Pro)

Manage your contacts, user information and email lists in the Contacts module.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program Settings: Customer types and empty fields on the account card (Standard & Pro)

Group all customers/companies into customer groups based on customer types.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: The User group rights tool makes managing user rights in Taimer easier (Standard & Pro)

Manage the rights (add or remove) of single users within user groups.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Locking a user (Standard & Pro)

To make a user account passive safely, you can lock the account.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Supervisors (Standard & Pro)

Define the supervisor-employee relations in Taimer.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: In the Rights module you can enable and disable user rights in Taimer (Standard & Pro)

Define the suitable right settings for each user and user group to suit your orgastion's need.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Add a user (Standard & Pro)

Take full advantage of Taimer and add current employees
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Change or reset your password (Standard & Pro)

As a Taimer user you can change your password or request the admin user to reset it.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Editing and updating user information (Standard & Pro)

The admin user can edit or update user information in user settings.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Users and user groups: Buy more licences (Standard & Pro)

Match the amount of licences with the amount of Taimer users.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Contacts: Exporting contact lists to Excel (Standard & Pro)

It is easy for you to transform your contact lists into excel files.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Contacts: Creating email lists (Standard & Pro)

Manage your email lists via the Contacts module. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Adding Account and Contact Details (Standard & Pro)

Taimer core functionalities are based on managing all your relationships, with B2B and B2C customers and contacts.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Contacts: Adding and deleting contacts from email lists (Standard & Pro)

This is how you manage (add/delete) your email lists in Contacts module.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Contacts: Removing a contact (Standard & Pro)

How to remove a contact from the Contacts module.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Contacts: Deleting email lists (Standard & Pro)

How do I delete an email list?
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago