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  2. FAQ

FAQ

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  • Calling a contact by clicking on the phone-icon
  • Deactivate the pop-up blocker
  • Define invoice number / credit note number
  • Emailing a contact by clicking on the envelope-icon
  • Generate letter based on PDF document
  • How do you add signed assignment letters in a relation file?
  • How do you obtain a green checkmark for beneficiaries in the compliance?
  • How do you obtain a green checkmark in the risk assessment of the compliance?
  • How to add additional costs to a monthly / quarterly fixed amount?
  • How to change the deadline of a task that was already planned?
  • How to create an invoice in a different language?
  • How to remove a phone number of a customer?
  • How to send an email to your relations for requesting documents?
  • Open a relation file directly from anywhere in AdminPulse
  • When you click "Registrations to bill" in a relation file but no registrations are shown.