Sweet One

Welcome to the Sweet One online manual. In this manual you find documentation describing the purpose and functionality, as well as, the user interface of Sweet One.

• Activities
  • Activity lists
  • Activities - create new
  • Work with activities
• Admin
  • Users
  • Meta data
  • Settings
  • Communication
  • Articles & Price books
  • Excel exports
  • Performance log
• Calendar and Outlook connection
  • Calendar view
  • Save Outlook appointment into Sweet
  • Update appointment in Outlook
  • Save Sweet appointment into Outlook
  • Update appointment in Sweet
  • Delete appointments in Sweet
  • Disconnect appointment in Sweet from Outlook
• Cases
  • Create a new case
  • Pipeline
  • Worklist
  • Map
  • Work with a case
• Companies
  • New company
  • My Companies
  • Company card
• Company Groups
  • Create the new company group
  • Company group in menu
  • Company group card
• Contacts
  • Create a new contact person
  • Contacts in the main menu
  • Contact card
• Customization
  • Creating new customization
  • Editing your customization
  • Publish a customization
• Dashboards and follow-up
  • Cases
  • Deals
  • Activities
  • TM Activities
• Deals
  • Deals pipeline
  • Create a new deal
  • Work with deals
• Documents and files
  • Upload document
  • Edit document
  • Search and selection
• Email and Inbox
  • The Outlook Inbox and Sent folder
  • Save an Outlook e-mail into Sweet
  • The e-mail activity in Sweet
  • Send an e-mail from Sweet
• External portal
  • Creating external user login step by step
• HTML editor
• Marketing lists
• Marketing
  • Marketing plan
  • Marketing project
  • Marketing activities
  • Telemarketing Activity - TM
  • Event
  • Information post
• Notifications
  • Generation of notification
• Outlook app
  • Install the Sweet app for Outlook
  • Save an Outlook e-mail to Sweet (Outlook application)
  • Save an Outlook appointment to Sweet (Outlook application)
• Private person
  • Create a new private person
  • Private persons in the main menu
  • Private person card
• Project
  • Project pipeline
  • Create new project
  • Project view
  • Time report on project
  • Expense report on project
  • Attendance registration on project
• Search
  • Search functionality
• Selection
  • Filter
  • Result list
• My lists - customize, save and share
  • Customize filters and columns in selection lists
  • Share selection
• Start page
  • Log out
  • Edit user settings
  • Change password
  • Profile picture
• Work order
  • Work order
  • Service appointment