Continuing on with our video series, we’ve created another video to show how easy adding a contact to your SlateCRM account really is.
SlateCRM makes it easy to share, update, and track your contacts in one place.
Enjoy,
Eddy
We’ve been lucky to receive such a warm response since last week’s announcement, it has been an exciting few days for us.
However, we’re not content with resting on our laurels. Rather, we are now even more eager to make SlateCRM even better. We are already hard at work on the next set of features and we’ll be sharing more in the days to come.
Today’s post however, we wanted cover a feature that works different in SlateCRM than in most social networking sites. Namely, adding a user.
In SlateCRM, the only people who can see what you post, the notes you add or what you’re working on, are the people you invite to your account. Users from other accounts can not see your posts and you can not see theirs. Unlike networking sites where everyone can see everything you do, accounts are sand-boxed for each organization.
We consider each account to have it’s own unique workspace, meaning only users you’ve approved and invited can be part of it. You can further restricts what users can see by creating groups or setting items to private. We’ll cover these topics in a future post.
We’ve created a short video to demonstrate how this works.
Enjoy,
Eddy
In the last few months, I’ve found out how amazing using Google Docs can be. It’s more than a word processor/spreadsheet, it’s also a great tool for file sharing. Eliminating the need to email back and forth every time something changes.
Don’t have a Gmail account? No problem. You can use any email account, even those not hosted by Google.
Still feeling unsure on how to get started? Not to worry there’s a YouTube video on using Google Docs without a Gmail account. The video also explains exactly how to create and share the files.
If you have to share or collaborate files, then you should try Google Docs.
-Maria
