AI in AdminPulse
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
Own compan(y)ies and intra-company billing
Price management
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?
- Own company teams: restricting access by own company
- License management