FAQ
- 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
- How can I create a manual/intermediate fixed amount invoice?
- 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.