The Email Dropbox feature lets you use any desktop, mobile or web email client with Annelite. Simply BCC any email to your you@annelite.net address, and it will automatically be placed in Sent folder and filed against the appropriate contact. (Imagine never again copying and pasting any special “dropbox” email addresses.) To start using dropbox, you…
Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate the Freshbooks add-on, you can import contacts and invoices. Invoices appear as line-items on Contact Timeline, interspersed with other activities in chronological order. Click on Sync with FreshBooks to update invoices with the latest information.…
Events are types of activities (other types at this time include Deals and Invoices). Events can have the following attributes: Label. By default, there are the following activity labels in the system: Follow-up, Call, Note and Meeting. You can customize these labels by clicking Edit Labels. File. You can attach a file or document to…
Account Owner is the only person who has access to billing information. Only account owners can cancel the account, or delegate account ownership to another user. The person who originally creates the Annelite account automatically becomes the account owner.
A user is a person who accesses your Annelite account. Users have their own username and password, preferences, settings and permissions. Every person who needs to access your Annelite account must have own user account. Multiple persons are not permitted to share the same user login.
A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel. By default, Deals in your Annelite account are not enabled. You can turn this…
A Department is a standalone database with its own email, contacts, calendar, users and settings. When you create a department, you select its @annelite.net address which is then used to receive email. Admins have access to all departments, and can set permissions for Users to access some departments and not the others. As a rule…
All information in Annelite is user-independent. If you delete a user, all messages, contacts, activities and files will remain intact.
You own your data and we will never hold it hostage. You can export your contacts at any time. If you ever decide to leave, we will export your email in Mbox format, activities in iCalendar format, and files as zip archive. We will work with you to make your transition to another service as…
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