Here are the instructions on how to set up and use filters in Annelite. Click the Settings icon and choose Filters. In the Filter Name field give it a name so you’ll remember it. If an email is already assigned to a contact, choose Yes in the Contact link dropdown. The Folder dropdown is an…
During the risk-free 14-day trial period, you get to try the system before you decide to become a paying customer. Trial accounts get the same set of features and excellent support that Annelite is famous for. We will ask you to provide credit card information only if you decide to continue the service after the…
Permissions in Annelite are set by departments. Admins can create, edit, and delete users, as well as assign users to departments. Users have access only to those departments which admins assign them to. Within a department, users can view each other’s messages, notes and files, calendar events as well as view, edit and delete contact…
David Allen’s Getting Things Done (GTD) time management philosophy is one of the most widely used productivity systems in the business world today. Allen advocates creating a system that you can trust and using that system to store every detail of your life that you must remember. Annelite is designed exactly for this purpose. It…
You can downgrade at any time by going to Account Dashboard > Billing and selecting a new plan. A prorated upgrade fee will be charged to the credit card we have on file. If you downgrade, the new plan pricing will become effective on your next billing date. We can not provide prorated refunds for…
Most all issues that you encounter with your Annelite account can be solved by force-refreshing the page, clearing the browser cache or updating the browser to its latest version. Note: We recommend that you use Firefox, Chrome or Safari for the smoothest Annelite experience. Force refresh It will cause your browser to make sure it…
Our development is driven by your ideas and feedback. We created a special forum where you can submit new ideas and vote for the existing ideas suggested by us or other users. Ideas that get the most votes float to the top. http://annelite.uservoice.com/forums/12387annelitefeatureideas
We reserve past account names for up to six months then put them on an inactive list. If you would like to reuse your old account name, sign up for a new account with a different account name. You will be able to use your previous email address to signup. Then drop us an email…
To transfer contacts between departments, export them as a CSV file, and import it into the target department.
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