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Category Archives: Account & Misc.

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How do I upgrade or downgrade my account?

Account & Misc.By Serge GJune 19, 2013

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…

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How do I cancel my account?

Account & Misc.By Serge GJune 19, 2013

You can cancel your account at any time by going to Account Dashboard and clicking Cancel. For your own protection, we can not accept cancellation requests via email.

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Do you provide refunds?

Account & Misc.By Serge GJune 19, 2013

We can not provide refunds. All accounts come with a risk-free 14-day trial, no credit card required, so you can try before you decide to buy. You can cancel your account at any time before your next billing date, and your credit card will not be charged again, but you are responsible for the charges…

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Do you offer nonprofit or educational discounts?

Account & Misc.By Serge GJune 19, 2013

While we don’t have specific discounts for nonprofits or educational organizations, we do offer two months of free service when you sign up for 12 months or more. Contact us for details.

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Can I make a payment by check, bank wire or PayPal?

Account & Misc.By Serge GJune 19, 2013

We accept payment by check, bank wire transfer or PayPal for subscriptions of 12 months or more. You will also get two months of free service. Contact us for details.

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How do I suggest a new feature idea?

Account & Misc.By Serge GJune 19, 2013

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

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What precautions are taken to keep my data safe and secure?

Account & Misc.By Serge GJune 19, 2013

We know that your customer data is one of your most valuable assets. We apply the best practices in physical and procedural security to keep your information safe: 128-bit SSL encryption protects your data as it travels between our servers and your browser. The same encryption is used by leading online banks. Annelite’s state-of-the-art application…

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How do permissions work?

Account & Misc.By Serge GJune 19, 2013

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…

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Can I mark a message, contact or activity as private?

Account & Misc.By Serge GJune 19, 2013

You can’t. Annelite is designed as a shared central workspace for small teams. It is not designed to solve social problems in the workplace. If you can not entrust your customer information to team members, consider getting an enterprise CRM.

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What happens with my data when I leave?

Account & Misc.By Serge GJune 19, 2013

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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How do I implement Getting Things Done (GTD) system with Annelite?

Account & Misc.By Serge GJune 19, 2013

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…

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