Knowledge Base

← LYNKOS Uservoice Community
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  1. Accounts

    1. Can I use Lynkos to manage products from ANY company?
    2. What's the difference between "Online" and "Offline" accounts?

  2. Clients

    1. What does "linking" an account to a client mean? what is it for?
    2. What's the difference between "Clients" and "Accounts"?
    3. What´s the meaning of the categories "client", "loyal" and "challenge"?

  3. Communications & messaging

    1. How can I create groups of users to send bulk messages?
    2. How can I send messages to other users?

  4. CRM

    1. How can I add a reminder to a note?
    2. How can I follow up customer or account issues?

  5. Customization

    1. Can I use my company logo and corporate colors on Lynkos?
    2. How can I change my Portal Settings?
    3. How can I switch to other languages?
    4. I am a broker, how can I update my personal details?

  6. Data Protection

    1. How can I protect my information internally?
    2. How secure is my and my customers' data at Lynkos?

  7. Login

    1. Can I change my username?
    2. What's the difference between login in through Lynkos' login page and a private label portal?

  8. Notes

    1. Can I share my notes with other users?
    2. What are "Moods"?
    3. What's the difference between "public" and "private" notes?
    4. What are "My Notes" on the lower right corner of my screen?

  9. Organizations

    1. What´s the difference between "Direct" & "Indirect" LYNKOS Users?

  10. Other Topics

    1. Are there any performance issues that I should be aware of?
    2. I want to know more about LYNKOS...

  11. Reports

    1. Can I export data & reports?
    2. How can I have quick links to my favourite reports?

  12. Support

    1. Can I suggest new features?
    2. How can I integrate my clients & accounts into LynkOs?
    3. How long does it usually take to get a response from the Customer Support Team?
    4. How often are new features released?
    5. How open should I be when posting bugs or suggestions in LYNKOS' Uservoice Community?

  13. Tracks

    1. Can I create specific Tasks to a Track after it has been created?
    2. How do I assign Tracks to my Clients, Brokers, Transactions or Accounts?
    3. How do I configure my Tracks?
    4. What are Tracks?
    5. Where can I see all the Tasks for my team? And what about my own tasks?

  14. All articles

    1. Are there any performance issues that I should be aware of?
    2. Can I change my username?
    3. Can I create specific Tasks to a Track after it has been created?
    4. Can I export data & reports?
    5. Can I share my notes with other users?

Knowledge Base and Helpdesk

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