contact us (+48) 12 446 66 66

Typical work

The main core of Helmdeck is working with the accounts base and gathering archive and schedule of communication with them. There are few typical actions that almost all users would do:

  • Creating new accounts
  • Update database by editing accounts and other records
  • Adding new activites to accounts:
    • Planning meetings
    • Logging calls
    • Archiving emails
  • Delegating tasks
  • Looking for information (search, filters, sorting on lists)
  • Checking calendar, coordinating work with others

Those basic actions are made with filling forms that will be displayed in the list form for easy access and analysis. We will describe them all in details in other articles. Look no further - just use the search bar above and find out what you would like to know.