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How to optimise your work life with relatico
Managing Traders (Brokers) and Manufacturers (Producers)
Here's how to do it: Using the email address of your trader, add them as a contact Label them as a ++trader++ or ++broker++. Now add all manufacturers / producers that you obtain from this dealer with the email address of the respective trader. If you want to communicate directly with the manufacturers, ie. without going through the trader, insert the manufacturer's email address directly. Label all these manufacturers once with the label ++manufacturer++ or ++producer++ or similar.
Organize incoming documents with a team
You have received documents in the past by email and simply want to bring them to relatico a business partner keeps sending documents to your own email address You want to collect the documents that your colleagues keep in their email boxes ** Then you should set up a common document input on relatico. ** You or your colleagues can forward emails with file attachments to this common document input (folder). The files then end up in the document input folder an
How to make your documents available to your business partners (quick guide)
How to make your documents available to your business partners (quick guide) Go to relatico.com and create a free relatico account Create one or more folders Upload your current certificates Share the folder(s) with your customers and business partners in read access Your customers and business partners: Now receive an email, set a password See your certificates in "Shared with me" And can subscribe to updates via email When you replace a certificate, your customers and busi
How can I save my email signature in relatico?
How can I save my email signature in relatico? Use the text template function for messages. Here's how it works ...
Adding email addresses
It's normal that you can't enter all your contacts email addresses to relatico in the beginning - simply because you rarely have all of them completely and up to date. Unfortunately, email addresses are rarely well maintained in ERP and CRM systems. In addition, email addresses become obsolete over time, simply through name changes or because employees leave the company With relatico, you always immediately see when an email address is no longer working. Here are some ideas on how to effi
Customize table columns
Customize table columns in your account Now you can see only the information that is most important to you by customizing columns in your account. All you have to do is click on ++Show/Hide Columns++ in any of the below locations: Folders and File lists Contact View Contact List Then, simply choose which columns you'd like to see. These settings will not reset when you
Passing audits with relatico
See how relatico can support you in the four most common audit cases. Open the contact folder of the supplier. Check the completeness of the supplier. See what contact folders there are. Check the contents of the folders. Done. Look up the material via search Open the supplier box Check the status an
How do I make my templates available to suppliers on relatico?
How to distribute templates to your contacts If you have general templates like: Supplier self-assessment / supplier questionnaire Emergency contact person Conditions of purchase QAA templates and similar templates and want to make them available for suppliers, you can proceed as follows: Create one or more folders ++ Templates ++ Consider whether there are groups of suppliers who do not need certain templates, then additional folders may be useful Consider whether there
How to use tags
Watch this short video to see how you can use tags to organize your relatico account.