User documentation ADITO xRM
Basics
| Title | Content | German | English |
|---|---|---|---|
| UX and Basics | UX design; Dashboards & Dashlets; Index search; Filter & Grouping; Navigation in the context: FilterView, Preview, MainView, EditView; Fast data entry; working in the web browser; Scheduling & Calendar; Favorites & hashtags; Documents in the Preview; User-specific settings | 📄 Link | 📄 Link |
| Notifications and observation | Notifications within and outside of ADITO, Notification via email, Use of the observation function | 📄 Link | 📄 Link |
| HTML-Editor | Entering content using the HTML editor, Formatting options, Hyperlinks, Anchors, Images, Tables, Videos, AI functions | 📄 Link | 📄 Link |
Contact Management
| Title | Content | German | English |
|---|---|---|---|
| Company, contact, activity, tasks | Using company, Contact, Activity (incl. Mailbridge, e-mail import, Outlook add-in, AI features), Task | 📄 Link | 📄 Link |
| Salutation | Salutation in contact, header salutation, letter salutation, letter salutation 2, salutation administration | 📄 Link | 📄 Link |
| Topic tree | Topic tree in the activity, topic tree administration, topic tree favorites, topic tree presets | 📄 Link | 📄 Link |
| Contact Synchronization | Prerequisites, process settings, application, specialist administration | 📄 Link | 📄 Link |
| E-mail signature detection or business card scan | Requirements, e-mail signature detection in the quick entry (desktop application), scanning business cards using the quick entry (mobile application), trade fair lead capture with ADITO questionnaire or snapADDY VisitReport | 📄 Link | 📄 Link |
| Data protection in the contact person | Tab "Data protection" in the contact, context "Data protection administration" for the administration of deletion flags and data protection-relevant attributes | 📄 Link | 📄 Link |
| Document templates, e-mails and letters | Creating document templates, specific document templates (contact management, marketing, service, sales, collaboration), writing letters, writing e-mails, writing e-mails with AI | 📄 Link | 📄 Link |
| CSV export | Performing exports as a user, configuring export templates | 📄 Link | 📄 Link |
| CSV import | Create import templates, perform import, copy import templates | 📄 Link | 📄 Link |
Migrated Topics
| Title | Content | Tag |
|---|---|---|
| Duplicate management | Duplicates in company/contact, duplicates, scan pattern configuration, resolve duplicates in dialog | 🏷️ "Duplicates" |
Sales
| Title | Content | German | English |
|---|---|---|---|
| Sales | Opportunities, Products, Product packages & Price management, Quotations & Documents, Contracts, Sales dashboard, Conversion rate, Sales planning & Sales forecasting | 📄 Link | 📄 Link |
| Digital signatur | Digital signature in contracts and quotations | 📄 Link | 📄 Link |
| Approval workflow | Documentation of the approval workflows using the offer as example | 📄 Link | 📄 Link |
| Foreign currency | Foreign currency in opportunities, quotations, receipts, expense reports, and in the management of advertising material and samples | 📄 Link | 📄 Link |
| Management of advertising material and samples | Werbemittel- und Musterverwaltung | 📄 Link | 📄 Link |
Collaboration
| Title | Content | German | English |
|---|---|---|---|
| Project management and project administration | Project, Projectticket, Project type, Projectticket type, Projectticket attribute, (templates for descriptions in the project, projectticket, and comments) | 📄 Link | 📄 Link |
External Work
| Title | Content | German | English |
|---|---|---|---|
| External Work | Resource, Resource planning, Operation Recommendation, Operation, Operation Task, Operation Task Template, Expense Report | 📄 Link | 📄 Link |
Marketing
| Title | Content | German | English |
|---|---|---|---|
| Mailing | Marketing-specific aspects of contact management, interests, web link, Mosaico, bulk mail, email filter, marketing dashboard, landing page, download | 📄 Link | 📄 Link |
| Campaigns | Campaign, campaign planning | 📄 Link | 📄 Link |
| Event | Event, event date | 📄 Link | 📄 Link |
| Serial letter | Creating and sending serial letters | 📄 Link | 📄 Link |
| Questionnaire | Creation and management of surveys or web forms | 📄 Link | 📄 Link |
| Flowable Modeler Basics | Marketing specific Flowable-Modeler basics | 📄 Link | - |
| Marketing Automation | Marketing specific workflows, examples: registration, deregistration, lead nurturing campaign, event | 📄 Link | - |
| Trade fair lead capture with ADITO questionnaires | Requirements, email signature recognition in the quick entry (desktop application), scanning business cards using the quickentry (mobile application), trade fair lead capture with ADITO questionnaires or snapADDY VisitReport | 📄 Link | 📄 Link |
Service
| Title | Content | German | English |
|---|---|---|---|
| Service | Team leader dashboard, Service dashboard, Service ticket | 📄 Link | 📄 Link |
| Serviceadministration | Inboxes, Inbox filter group, Service ticket template, Employee Group, Employee group rule group | 📄 Link | 📄 Link |
| Wissensmanagement | Knowledge category, Knowledge, News, Discussions | 📄 Link | 📄 Link |
Administration
| Title | Content | German | English |
|---|---|---|---|
| Menu group “Administration” | Keywords, Attributes, sensitive Attributes, Relation Types | 📄 Link | 📄 Link |
| Checklists | Creation of checklists and checklist entries (company, service ticket, event), creation of checklists for the phases of opportunities | 📄 Link | 📄 Link |
| District | Creating istricts, excursion to the company | 📄 Link | 📄 Link |
| Classification | Administration of classification, application in company/opportunity | 📄 Link | 📄 Link |
| Menu group “User Administration” | Employee management, Roles und Permission | 📄 Link | 📄 Link |