Welcome to Sweet Documentation¶
Welcome to the Sweet online manual!
Here, you will find comprehensive documentation for each of our products, even if they are often bundled together. Let’s take a closer look at each of our offerings:
- Sweet One: This is our CRM and case management system, equipped with features such as work orders, time reporting, and marketing management.
- Sweet Automation: Our business process automation solution that allows you to create rule-based decisions and serves as an integration engine for your various systems.
- Sweet Forms: With Sweet Forms, you can easily design and create digital forms and surveys. It offers data validation, help texts, and responsive forms to guide respondents and collect data efficiently.
- Sweet Performance: This tool is designed for follow-up purposes, enabling you to create charts and dashboards to visualize performance metrics effectively.
Please note that the content of the Sweet manual may vary depending on the product version. Whenever a new release is made available, we update the manual to include all the latest updates and improvements. You can find the version of the manual at the bottom of the navigation tree.
We hope you find our online manual helpful! If you have any questions or need further assistance, feel free to reach out to our support team.
Use the navigation tree or the search function to access and find shortcuts to the parts of your interest.
- Sweet One
- Calendar and Outlook connection
- Company Groups
- Dashboards and follow-up
- Documents and files
- Email and Inbox
- External portal
- HTML editor
- Marketing lists
- Outlook app
- Private person
- Search functionality
- My lists - customize, save and share
- Start page
- Work order
- Sweet Forms
- Sweet Automation
- Sweet Performance