Three RAYNET CRM tricks that you will get to love immediately

Three RAYNET CRM tricks that you will get to love immediately
When one of our clients told us off for not being informed about how easily the calendar can be managed, we had to think about it. What if there are more areas like this?! We have chosen 3 "tricks" that we often use. Here they are...

1. The powerful right click button

The powerful right click button

An excellent tool to manage your calendar which we use as often as we can. By clicking the right mouse button on any Activity, a list of available actions will appear. Choose an action and click on it. Done. We prefer marking the meetings and tasks as completed but, if needed, we can use the double click to reschedule a task for later.

2. Organize your tabs immediately

Organize your tabs immediately

A not so well-known emergency function for everyone who happens to be overwhelmed by tons of new tabs. The next time you find yourself flooded by tabs, try clicking the right mouse button on any main tab and select Close all unedited tabs. All tabs that do not contain any unsaved changes will be automatically closed. You will save the time you would otherwise spend on closing the tabs one by one.

3. Favourites – fast and without searching

Favourites - fast and without saving

Have you noticed the little star icon in the upper left corner of every record? When you click on it, you will add the record to the Favourites. The list of your favourite items can be easily activated directly on the Dashboard (Add new panel option - Favourites). You will keep the records that you work with the most often easily accessible - literally within one click. Do you have any tip of your own for a useful RAYNET CRM function? Or are you missing any? We are happy for any suggestions!