Advanced settings

AI in AdminPulse

• AI in interactions: generating summaries and to-do’s
• AI in documents: adding data to relation files
• Credits and costs: what can you expect?

Configuration

• Set up and use MagicMail to save e-mails and attachments in Documents
• How do you use the same format for customer code and accounting no. per own company?"
• General settings
• Setting up invoice and credit note numbering
• Use e-mail of own company as sender
• Setting up and managing bank holidays

See all 7 articles

Own compan(y)ies and intra-company billing

• Own company
• Working with Intra-company billing: configuration and usage
• Overview: Intra-company billing – how to use this screen

Price management

• The price list
• Price tables and price profiles

Licence, employee and team management

• Overview: manage employees and assign roles
• Overview: data and settings on the employee record
• Renaming employee profiles
• Teams in AdminPulse: how do you manage who has access to relations?
• License management
• Stopping AdminPulse

Notifications

• Overview: The Notifications Panel and the Notifications Screen explained
• Overview: Tracking synchronization errors
• Overview: Tracking background processes

Security

• Enabling Two-Factor Authentication (MFA): a step toward a more secure account
• SSO - Microsoft or Azure AD/Microsoft Entra ID account

Templates for emails, interactions, tasks, letters and invoices + invoicing settings

• Creating and managing invoice schedules

Taskflow management

• Action taskflow

Importing and exporting

• Exporting invoices with Exporter
• Import registrations via Excel