Dooster as a Simple CRM system

This article has moved to http://dooster.net/wp/contacts-crm/dooster-simple-crm-system/

Section:: Contacts / CRM
Last Updated:: 07 May, 2015 11:13 AM

Getting Started
- Quick Start Guide
- About Dooster Alerts
- First Steps
- Basic structure
- Quick Tips
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QUICK VIDEOS
- GETTING STARTED - Quick Video
- Proof that Dooster is Highly Rated (Show your colleagues)
- Tags - Quick Guide
- COMMENTS and ALERTS - 1.39 mins
- PERMISSIONS / Viewing Access - 3 mins
- View all (5 more)
Tasks - Basics
- How to Create a Task
- How to Edit / Change Tasks
- Start and Due Dates
- Priority Levels - Urgent vs Important
- Task LISTS
- View all (6 more)
Tasks - Advanced
- Recurring Tasks
- Dependent Tasks
- Task Status Customizing
- Creating Tasks by Email
- Create Tasks from Your Phone
- View all (9 more)
Task Lists
- Task Lists - Basics
- Printing Task Lists
- Task List Features
- Task List / Unique Email Address
- Organizing Your Tasks Within Lists / Task Screens Column Sorting
- View all (1 more)
Projects
- What is a Dooster Project ?
- How to Create a Project
- Changing Project Names
- Color Coding Projects
- Project Templates / Cloning
- View all (6 more)
Look and Feel
- Personalise your account
- Making Dooster Part of Your Own Website
- Color Themes / Making it match your logo
- Color Coding Projects
- Column Display Options
- View all (5 more)
Files
- Dooster and Files / Summary
- How to Upload Files
- Sync with Dropbox, Evernote, Google, Amazon and other file sharing services
- Who can see the Files?
- File Upload Limits
- View all (4 more)
Calendars
- Using Your Calendars
- Calendar Display Options
- Hiding Tasks in Calendars
- Seeing all Project Calendars Combined
- Sync Outlook Calendar to Dooster
- View all
People and Permissions
- How to Add People
- Adding New People via Google
- Permissions / Access levels
- How To Change Permissions / Access Levels
- Types of people - Members vs Sharers
- View all (17 more)
Contacts / CRM
- How to Create a Contact
- Contacts Overview
- Dooster as a Simple CRM system
- How to Use Contacts
- Importing / Exporting Your Contacts
- View all (2 more)
Comments / Alerts / Notifications / Email
- Dooster and Email
- How to Create a Task Comment
- Creating Tasks by Email
- Creating Task Conditions by Email
- Restricting / Limiting Task Alerts
- View all (4 more)
Mobile
- Key Features of Mobile
- Android
- iPhone
- SMS / Text Alerts
- View all
More Features / Extras
- About Your Free Extra Features
- Gantt Charts
- Filters
- Changing the Look and Feel / and Embedding
- Discussions
- View all (18 more)
Google Integration / Syncing
- Google Apps Accounts
- How to Enable / Disable Google Apps Integration - Setting Up
- Connecting your Google Calendar
- Google Contacts
- Google Docs / Drive Integration
- View all (6 more)
Task Timers and Timesheets
- Overview
- How the Timer Works
- Assigning Time to a Task
- Timer Notes
- Time and Cost / Task Pop Up
- View all (7 more)
Importing / Exporting / Migrating Your Data
- Importing your data from Basecamp
- Importing From Other Project Managers
- Exporting your Data
- Importing your Contacts
- Exporting your Timesheet /Billing data
- View all
TIPS and TRICKS
- Spelling - Spell checking
- Shortcuts
- Translations
- Search
- Column Display Options
- View all (1 more)
Reports / Reporting Capabilities
- Producing Reports with Your Dooster
- Gantt Charts
- Team Members / Employee Performance Reports
- Using Filters to produce your reports
- Milestones as a reporting tool
- View all (2 more)
Dmail - Dooster's Integrated Email Client
- What is Dmail
- How to Set Up Your Dmail
- 3 Ways to Use Your Dmail
- Dmails in Your Projects and Task Lists
- Project Level Dmail Screens
- View all (3 more)
Payments / Billing
- Upgrading / Downgrading your Plan
- PAYMENTS Updating / Changing your credit / debit card
- Receipts for your Credit Card payments
- Cancelling your card payments
- When / How are we Charged? How are the Projects Counted?
- View all (2 more)
TROUBLESHOOTING
- Cannot see a Task
- Cannot see Task on my Dooster +/or Google calendars
- Alerts and Notifications - Not Receiving:
- My Completed / Deleted tasks Reappear
- Problems with GOOGLE Integration
- View all (24 more)
Account Control
- Settings and Time Zone
- What is your Account Name
- Changing your Account name
- Deleting your account
- View all
Known Issues
- Notifications of the task being completed NOT sent if...
- Please Don't Use Internet Explorer - Specially not IE7
- Task Comment "posted by named person" will be missing IF you reply from a different email address
- Files are NOT attached to Discussions or Comments alerts
- You can only use ONE Email - as an account owner
- View all (8 more)
Privacy Policy / Your Security / Terms of Service
- Dooster.net’s Privacy Policy
- How secure is my data?
- What happens to my data if I cancel?
- Can you access my Data ?
- How do I Back Up my data
- View all (2 more)
About Dooster
- What is Dooster
- Who are we?
- Start your Free Trial Now
- Is Dooster Free?
- Pricing and Plans
- View all (4 more)

Recent Discussions

	18 Jul, 2022 01:49 PM	We’d love to be featured on your website
	09 Aug, 2021 09:09 AM	task notifications stopped?
	01 Jul, 2021 12:55 AM	Guest writer inquiry
	17 Jun, 2021 06:21 PM	Quick Question
	16 Feb, 2021 02:24 PM	Recurring Tasks -- Future Items NOT on Calendar + Missing Recurring Info if Copied from Template

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