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FBO One Manual

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  1. FBO One Manual
restrictions.empty

CRM

Created by Ries Vriend (Unlicensed)
Last updated: May 18, 2021 by Adam Marriott

Contains the functionality related customer relation management, such as contacts and the bulletinboard

  • Bulletin board
    • How to restrict the visibility of a Bulletin board message to a FBO location group
    • How to select a Bulletin Board category
    • How to edit Bulletin board / Calendar task states
    • How to add a new Bulletin Board category
    • How to select default Bulletin Board category
    • How to set Bulletin Board category access
    • How to set an expiry or review date for a bulletin board message
    • How to select bulletin board attachments to send by email with third party services & Client notifications

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