GoToMeeting is software that is not directly related to EIOBoard.
This software allows a user to view and control another user's
computer (once the permission has been given). This is the software
that the EIOBoard Support Team uses to troubleshoot cus...
EIOBoard organizations are an excellent way to separate different
groups of users in your EIOBoard if you are Customer-Hosted. It allows
you to do the following:
* Create different company settings for each organization
* Limit user visibility so...
Making Receptionist Comments is a handy little tool if a receptionist
needs to make a comment on a user's status to add details to the
original comment or to add something entirely new. It is simple and
very easy to use.
_MAKING A RECEPTIONIST COMMENT_
...
Be sure you have the “Cell Phone” field with your accurate cell phone number in the Administrator, by right clicking on your name in the application or add-in on the status view board and saying contact info, then Edit, or in the browser interface by cli...
The customer sync is a utility that was designed to allow
administrators a method for synchronizing accounts, referred to as "my
customers" in EIOBoard. Using this utility, you can specify a SQL
query and an ODBC-complaint connection string along with ...
The My Customers feature is a handy tool that is easy to use and is
helpful for organizing your customers based on your representatives,
where the company is located, all the contact information for the
company and its employees, etc.
When you firs...
Future Statuses are a nice way to show other EIOBoard users when you
will be unavailable or out.
OUTLOOK ADD-IN
If you have a recurring event (such as weekly meetings or quarterly
vacations), you can synchronize your EIOBoard calendar with your
Ou...
EIOBoard version 7.1 includes a new feature for chat history. You can
read more about this feature at:
http://www.eioboard.com/Features/ChatHistory.aspx [1]
Chat messages are not logged until the chat history option is tured
on. This means that if yo...
Sometimes it seems a little confusing when you refer to EIOBoard's
texting feature because you may not know that there are actually _two_
texting features. They each have different functions and require
separate licenses. This knowledgebase article wil...
Please view this link [1] for a list of all add-ons available for
EIOBoard.
Links:
------
[1]
http://www.eioboard.com/EIOBoard/PriceQueryOptional.asp?SelectedCurrencyCode=USD
EIOBoard has a large amount of scalability so that hundreds of users
can be organized in multiple different ways. Users can be organized
based on GROUPS, LOCATIONS, and ORGANIZATIONS. (Please note, however,
that having multiple organizations is only av...
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