CRM

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• Persons 17 Articles
  • A user have contacted me and says that the link that has ben sent with a password does not work. Is there a valid until limit for how long the link is valid?
  • Do the Mira system keep track of changes to stored data?
  • FAQ: What happened to the quicklist with recent items?
  • Feature: Dynamic tags
  • How can I see why a person is stored in the system and what relationship our organization has to the person?
• Organizations 8 Articles
  • Can I connect a person to an organization?
  • Do the Mira system keep track of changes to stored data?
  • FAQ: What happened to the quicklist with recent items?
  • How does quick search work?
  • HOW TO: Add an organization
• Contact Notes 4 Articles
  • Can I e-mail the system to create a contact note?
  • How do I make a note on a person?
  • How does collaboration category based permissions work?
  • How does contact notes by e-mail work?
• Tasks 2 Articles
  • How does collaboration category based permissions work?
  • Is it possible to put a person as responsible for a task?
• Collaboration Categories 1 Article
  • I want to merged the two profiles with the duplicate management tool and I wonder what will happen to the collaboration categories on the person. Do I manually have to add them again afterwards or should it be a part of the data merge?
• Contact Information 10 Articles
  • Can both postal addresses and e-mail addresses be marked as ”undeliverable”?
  • Do the Mira system keep track of changes to stored data?
  • How do I obtain information about persons who have contactable contact information?
  • How does it look in the system if a person has no postal address stored?
  • Hur bör man hantera personer med skyddad identitet i Mira? Vad innebär skyddad hemadress?
• Lists in RM (Relationship Management) 13 Articles
  • Advanced filtering: How can I use filtering to select an arbitrary set of rows in a list?
  • Can I change the order of the columns?
  • Can I change the visibility of columns in lists?
  • Can I sort the rows in a list? Can I sort by multiple columns at the same time?
  • How can I export data from a list to an Excel document?
• Mira ERM BASE 11 Articles
  • Click statistics for e-mail campaigns
  • FAQ: What happened to the quicklist with recent items?
  • How does module based permissions work?
  • How does quick search work?
  • Hur bör man hantera personer med skyddad identitet i Mira? Vad innebär skyddad hemadress?

How does collaboration category based permissions work?

In Mira users with system administration privilege assign access to different modules of the system for other users (“module based...

How does module based permissions work?

In Mira access to functionality is controlled by giving a user access to certain modules in the system (“module based...

HOW TO: Add an organization

To add an organization, either from the start page, click the Organization-badge to get to the list of all organizations...

Kan jag använda Mira från min dator hemma? Från surfplatta eller mobil?

Om du eller dina kollegor behöver arbeta hemifrån så går det bra att använda Mira i alla fall. Om du...