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Wish to protect the data stored on your portal and prevent any unauthorized access? Then make use of an extra security level enabling the two-factor authentication. In this case if someone decides to hack into your ONLYOFFICE account even having your password he will need your phone to access it. This guide will explain how it works and how to enable this option.
Creating a well-organized storage space for your company documentation can help you save time and considerably increase the productivity and efficiency of the work. The ONLYOFFICE Portal offers you a common space to store your company documentation - Common Documents and allows you to structure it as you wish: creating subfolders and setting permissions for them. This quide will show you how it can be done.
Want to be on the safe side and backup your CRM data with important information on your customers, opportunities, tasks, cases as well as contact history? Export all data into CSV files and download in a ZIP archive with just one mouse click!
Found out that you need some more fields to enter additional data concerning your customers in the contact list, opportunities you create or cases you organize? It's easy! Just read this tip to learn how to add user fields.
Need to change the default opportunity stages according to the business process in your company? It's not that hard! Just add new stages to the standard ones or change their order. This tip will provide assistance with this operation.
Need to specify or even change the default temperature levels (cold, warm, hot) you can use to characterize your potential customers and navigate through the contact list easier? Read our tip on how to do that.
Are you tired of searching through your contact list? Do you want to specify your contacts more precisely? ONLYOFFICE gives you an opportunity to do that! Are you curious? Read more...
Need to change the default tasks categories according to the processes specific for your company? It's easy! Just add new categories characterizing task goals that aren't covered in the default ones. This tip will help you do that.
The standard history event categories are mail, note, phone call, meeting. Need more categories for events that are added to history of your contacts, opportunities or cases? It's easy! Just read this tip to learn how to create new categories.
Add tags to your contacts, opportunities, cases to classify, group, describe them and facilitate the search process in this way. Read this tip to learn how to manage existing tags and create new ones.
The 'Invoice' option significantly simplifies the cooperation with your clients as long as you have an opportunity to create and send the invoices right from your portal. Read this tip and you'll find out how to add items and taxes to your invoice without a hitch!
The default currency is used to calculate the total amount for all CRM opportunities. This currency is also used to set prices in the Products & Services list. Read this tip and you'll find out how to change the default currency used in the CRM module and specify exchange rates for other available currencies.
Wish to gain more prospective customers effortlessly? Just create a website contact form, embed the generated source code into your website and your leads' contact details will be automatically added to your client database. Read this tip to learn how to do that.
Want to send a newsletter to all the contacts from your customer database or just need to inform some clients about an upcoming event? Now you can do that directly from the CRM module. This guide will show you how it can be done in a few easy steps.
ONLYOFFICE Mail Server is an additional feature of ONLYOFFICE Mail to send and receive emails using your own domain names. By connecting mail to your own domain, you will be able to do business correspondence using your own addresses such as your company name. In the following guide you will find out how to set up and get started with ONLYOFFICE Mail Server.
Have you already set up your first domain on the portal? Do all the portal users have the corporate mailboxes? If the greater part of the work is done, you're in a right place! Read this article to learn how to create mail groups and aliases. Read more...
Do you need to send a file via Talk but its size exceeds the allowed limit? Since now on you don't need to worry about it. Just change the allowed file size and use the Talk functionality to the full.
Need to change the interface language at your portal and have no idea how to do that? Read this tip and you will learn how to alter the language for all the portal users (in case you have administrator rights) or for yourself only.
Want to know what languages you can switch your portal to? Need to find out what languages will be available in the nearest future? Or want to contribute to ONLYOFFICE translation? Just have a look at the table given in this tip!
You have launched the portal in your company and now need to add all your colleagues to the system? It can be really a pain to enter their email adresses manually one by one. This guide will show you how to add several users at once using the contact information from Google.
Are you tired to add the people to the system manually one by one? This guide will show you how to add several users at once in no time. Following these easy steps you will be able to save your contacts in a .csv file and then add them to your portal.
The simplest way to add all your colleagues to the portal is to import the contact information stored in the address book of your mail client. To do that just read this guide and follow the instructions step by step.
ONLYOFFICE allows you to add guests granting the view-only permissions without any extra payment. Read this guide to learn how it can be done in a few easy steps.
Change the user status to Guest. Read this guide to learn how it can be done in a few easy steps.
Logged into the portal from another device, but then forgot to log out? You can manually close a specific user's active session.
Change impersonation settings on your local server to log in to the portal on behalf of any user
The Authorization keys option allows you to connect your portal with the third-party services like Twitter, Facebook, DropBox etc. Connecting portal with Facebook, Twitter, Google or Linkedin is a good idea if you don't want to introduce your portal credentials every time you enter it. Read more...
Do you have some documents stored in other web resources like Box, Dropbox, Google, OneDrive, SharePoint o Yandex? You can easily synchronize them with the Documents module of your portal just within a few minutes.
ONLYOFFICE offers you the 'LDAP Support' option which allows to import the necessary users and groups from an LDAP Server to your portal, literally, in several minutes. Read more...
Monitor the latest user login activity including successful logins and failed attempts with an indication of reasons
Browse through the list of the latest changes (creation, modification, deletion etc.) made by users to the entities (tasks, opportunities, files etc.) on your portal