Sep 29, 20231 min1. Creating Organisations & SitesOrganisations and sites are effectively the company or companies that your organisation engages with. Organisations refer to the company...
Sep 28, 20232 min2. Creating a Resource UniPhi categorises all people resources as internal or external contacts. Importantly these resource contacts can also be assigned to...
Sep 27, 20231 min3. Linking a Resource to a SiteTo link an existing contact resource to a site, simply drill into the specific site, and select the Add Contacts icon. Find the site by...
Sep 26, 20231 min4. Viewing External Resources Navigating resource contact information via the Resources tab is quite straight forward. Filters exist to help narrow your search so that...
Sep 25, 20231 min5. Correspondence, Projects, Team sectionsCorrespondence The correspondence panel displays all UniPhi generated interactions that have taken place involving the resource contact...
Sep 24, 20231 min6. Viewing Internal Resources (Staff)The contact details for internal contacts features the capability to attach a signature image, and an email signature. This information...