• Platform Documentation
  • About this documentation
  • The JustRelate customer portal
  • Modules and solutions
  • Operation
  • Privacy
  • Contacts
  • Competitors
  • Activities and tasks
  • Groupware connector
  • Resources
  • Documents and briefcases
  • MS 365 integration
  • Sales
  • Business intelligence
  • Questionnaires
  • Marketing
  • Service management
  • Products and services
  • Templates
  • Geo-integration
  • Administration
  • Discontinuation of the Windows client
  • Release notes
  • JustRelate CRM Documentation
  • Administration
  • Adjusting and fitting
  • Resources

Resources

The administrative settings and adjustments for resources are explained in the Resources section in the context.

JustRelate
  • About us
  • Career
  • Contact us
  • Our partners
Products
  • Email Builder
  • Web Builder
  • CRM
  • Marketing Automation
  • Portal
  • CPQ
  • Analytics
  • Services
Resources
  • Events
  • Downloads
Legal
  • Imprint
  • Transparency Center
  • Privacy Policy
JustRelate Logo
  • The CRM Web Client
  • After installing the client
  • Tools and procedures
  • Your own company
  • Maintaining internal users
  • Access concept
  • Own products and services
  • Process definition
  • Status bar – escalation management
  • Maintaining contact data - duplicate resolving
  • CSV import
  • CSV export
  • Jobs
  • Licensing
  • Administrator toolbox
  • Workgroup fileserver
  • First aid and trouble shooting
  • CRM app for tablet and pocket
  • Adjusting and fitting