Search results for delete project
272 articles found
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Analytics: Note Timeline Report
In this article, you will learn more about the Note Timeline Report under the new feature " Analytics". Note Timeline Report: You can find the aggregated note activities across Objects created by
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User Generated Reports: Tag List
Tag Export (xlsx) Attributes: ID Name Description Companies (count) People (count) Deals (count) Projects (count) These are not available for selection by the user. Click "Tags" at the bottom left,
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Deactivated User Data Retention
You will never lose data as a result of deactivating a user. That user will remain a team member on any projects that they were on prior to being deactivated, and any notes they have made and/or
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Video: Home Dashboard + CW Tabs
The Home Dashboard lets you see the status of all your projects and their progress at a glance. In this article, we will walk you through the available cards and how they can be used in your
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The Check In: Using Notes and Mentions For Collaborating
This time on The Check-In, Dane from Clockwork’s Sales Team joined us to look at how Mentions will work and how to use notes more effectively including: Where you can mention users and clients and
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Turn the Home Dashboard On and Off
You can toggle the Home option On or Off by following the instructions below. 1. Within Clockwork, access your Firm Settings by clicking on the Clockwork logo. 2. You will then select the Settings
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Person Panel: Header
Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below
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People: Overwrite Position and Education
This article will cover a feature that will assist with strong data integrity for your Position and Education cards in a person's record. This includes ensuring that Company data is source-able,
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The Check In: What Influences And Drives Product Updates In Clockwork?
If you weren't able to attend, Jessica Burgos from Clockwork’s product team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus
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Download a Contact Record
Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person
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Quick Search: Company
Quick Search is a very powerful, easy to access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find Companies.
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Upload a Logo for a Client's Company
If you are ever stuck and wondering how to upload a Logo for a client's company, then keep on reading as we lay out the steps on how to do it. Pull up the company’s record by searching for the
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People: Search Match Pop Over
This article reviews the Search Term Matching Pop Over available in the People view. This feature enables you to see where your search terms match a person's record. Navigating to the People view,
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Companies Search
Below is an overview of how to utilize the Keyword Text Search inside the new Companies view. Start by entering the keyword(s) in the search bar above the Companies Table. By clicking the blue arrow
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Notification Center
In this support article, we will cover the Notification Center. Users will be able to see a badge number indicating that an unread change has been made inside of your Firm Environment. The following
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Mail Analytics
In this support article, we will go into more detail about how you can leverage Mail Analytics following Mass EMail. Emails sent from gridview and people view using the send mail feature, will be
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Candidates: Data-Duplicate Information
PLEASE NOTE: As a rule, Clockwork does NOT destroy data. We never eliminate/override/delete existing data. The computer doesn't know what is important, so we keep all data. Specifically, For most
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Deals: Search & Filtering
Users can filter through their deals to locate a Deal quickly. Deal Filter Options include: Leads, Users, Statuses, Stages, Start Date, & Close Date. Text Keyword Search The Deals Search omnibox
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Premium API
This article will guide you through the process of turning on and generating your API keys and rate limits. Premium API is an Add-On Feature for Pro Tier Firms. This feature can be turned on in your
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GDPR/CCPA Privacy Policy
Privacy Policy Implementation In this article, we will walk you through creating, managing, and maintaining your privacy policy compliance in Clockwork, and sending your Privacy Policy to people for
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People: Search
You can filter through the People database to quickly locate a Candidate. Wildcard Fuzzy Searches Boolean When entering search terms into the Omnibox, press ‘tab’ or ‘enter/return’ to complete your
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Tasks: Notifications
When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. To ensure you have this option turned