Adding Users To Wekaworx

Hi Again,

The ‘Add New User’ function allows an admin user to create and add a new user to their Wekaworx group. The new user can then share access to the group contacts. Users are able to add a group contact to their ‘My Contacts’ list for easy access on their dashboard view. Users are also able to assign tasks to themselves or other users within the group. 

The following diagram represents users, contacts and tasks within the group. 

A:  Demonstrates that any user has access to the group contacts. 
B:  Demonstrates that a user can add a contact to their ‘My Contacts’ list for easy access on their dashboard. 
C:  Demonstrates a user assigning a task to another user in the group. 
D:  Demonstrates that relationships between contacts can be created. 
E:  Demonstrates an admin user creating another user.

 

 

Enjoy

Graeme

Import Contacts Is Here!

Yes that’s right, Import Contacts is here. It was a while coming but we are there now!

The import function allows you to import your contacts into Wekaworx from another application. The imported file must be a vCard formatted file.

vCard is a file format standard for electronic business cards. vCards are often attached to e-mail messages, but can be exchanged in other ways, such as on the World Wide Web. They can contain name and address information, phone numbers, URLs, logos, photographs, and even audio clips. (From Wikipedia, the free encyclopedia)

Most applications allow you to export your contacts as vCard format. With Microsoft Outlook you will need to download one of the many utilities that allow you to do this. Just google ‘vcard export from outlook’ to find a utility program.

The diagram above illustrates a few of the many applications that export contacts as vCard format.

Have a go!

Cheers

Graeme

The Journey Begins

Welcome to Wekaworx, your contact manager, task manager and simple customer relationship manager (CRM). Wekaworx is about software for the users first providing easy-to-use, reliable software without all the extra fluff that comes with enterprise applications. Our software is not targeted to particular types of organisations or businesses but can be easily customised for your needs.

The beauty of the Wekaworx product is that you can import your excel contacts into it, get rid of your many bits of paper and post-it notes, and access your contacts from anywhere in the world with an internet connection.

The journey has begun…

Graeme