General
- How to add client information to Zavanti via API
- How to link a tenants Zavanti SharePoint files to Recordbase
- How to use Dynamics 365 Outlook add-on
- Zavanti Glossary
- Using views and filters
- How to use the timeline in Zavanti
- How to create a phone call
- How to create an appointment in Zavanti
- How to monitor and manage activities in Zavanti
- How to search for a Contact
- How to create an email in Zavanti
- How to create accounts and contacts in Zavanti (Non-Client)
- How to create a Landlord / Property owner or Tradesperson contact and account
- How to use document folders for a Tenancy or Property
- How to generate templates
- How to make a note on the timeline
- How to send a text from Zavanti