In this article we would like to address questions that go beyond the regular workflow. This question-answer catalogue is continuously updated and helps you to gain expert knowledge about ” My...

The manual creation of new contacts is the primary method of expanding the database besides the data import. Workflow descriptions and examples will help you to navigate the process of manually...

Once contacts have been manually created or imported, there are a number of ways to search for them. Find out how to find your contacts using a workflow description and an example with pictures....

Learn how to create or remove roles by using a workflow description and an example with images. “Worth knowing” also provides further detailed information and hints to gain a certain basic...

After contacts have been created or imported, you can edit them and change all parts of the record afterwards. Learn here how to edit your contacts later. “Worth knowing” also provides further...

Contact management is all about people. In myconvento, companies and the media are primarily used to connect the different roles of a person with the respective employer or client and thus assign...

In classical public relations, “the distribution list” has long been a decisive success factor. The one who had a distribution list with the names and contact details of the most important...

The so-called researches within “My data” allows a precise search for contacts using freely selectable parameters. These parameters can be linked with “AND” or “OR” and thus complex queries can...

The Smart List in myconvento provides you with a way to compile and import lists of contacts quickly and easily without having to permanently add and maintain them in “My data“. For the...

Inquiries, contacts, meetings or conferences of any kind (telephone, e-mail, fax etc.) can be documented and managed in the “My Data” module via “Actions“. This way you can create a  so-called...