Overviews
The CRM functionality has an extensive address book that makes the management of contacts in Yuki orderly. With a single mouse click you can view contact data, correspondence a...
Mon, 16 Jan, 2023 at 2:10 PM
Hover your mouse over the Contacts icon on the navigation bar and then click Contacs. The following screen is opened: In this screen you can view the following fr...
Fri, 13 Jan, 2023 at 2:43 PM
n Yuki you can view all contacts in your personal address book whereby you have indicated on the contact card that the contact should be added to your own address book. Ho...
Fri, 13 Jan, 2023 at 2:45 PM
This overview shows a list of contacts that you have created recently. This is handy when you want to retrieve a contact again. Hover your mouse over the Contacts icon on ...
Fri, 13 Jan, 2023 at 2:46 PM
In Yuki you can view an overview of all deleted contacts in a domain. This overview is only available to a user with the 'Back office' role in the domain. Ho...
Fri, 13 Jan, 2023 at 2:48 PM
In Yuki you can view an overview of all local processing rules (default values) that are created on document level and/or line level for contacts in one or more administrations...
Fri, 13 Jan, 2023 at 2:50 PM
In Yuki you can view an overview of all web addresses that are created for contacts in the domain. A web address consists of a username and password of a website that is visite...
Fri, 13 Jan, 2023 at 2:53 PM
In Yuki you can view an overview of all bank accounts that are created for contacts in a domain. You can also see at a glance which bank accounts have already been confirmed (v...
Fri, 13 Jan, 2023 at 2:55 PM