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snapADDY Knowledge Base
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Global Settings
  • Global Settings
    • Frequently Asked Questions (FAQ)
    • Profile Settings
    • User Management
    • General Settings
  • Video Tutorials
    • VisitReport App
    • CRM Integrations
    • VisitReport Administration
  • CRM Integrations
    • Frequently Asked Questions (FAQ)
    • CRM System integration (Mapping)
    • Salesforce
    • MS Dynamics 365 CRM
    • SAP Sales Cloud
    • HubSpot CRM
    • Pipedrive
    • Sugar CRM
    • Suite CRM
    • SAGE CRM
    • Close CRM
    • weclapp
    • snapADDY API
    • Zapier
  • snapADDY DataQuality
    • Frequently Asked Questions (FAQ)
    • Installation and Setup
    • Working with contact data
    • Exporting the contact data
    • DataQuality in Chrome & Edge
    • DataQuality in your CRM System
    • Technical requirements
    • Microsoft 365 Integration (Outlook)
  • snapADDY VisitReport
    • Frequently Asked Questions (FAQ)
    • Working with the VisitReport app
    • Working within the VisitReport Dashboard
    • Export (CRM, PDF, Excel ...)
    • Inventory Data
    • E-Mail Integration
  • snapADDY CardScanner
    • Frequently asked questions (FAQ)
    • First steps
    • Export
  • Data Enrichment
      Back to home
      1. snapADDY Knowledge Base
      2. Global Settings
      • Global Settings
        • Frequently Asked Questions (FAQ)
        • Profile Settings
        • User Management
        • General Settings
      • Video Tutorials
        • VisitReport App
        • CRM Integrations
        • VisitReport Administration
      • CRM Integrations
        • Frequently Asked Questions (FAQ)
        • CRM System integration (Mapping)
        • Salesforce
        • MS Dynamics 365 CRM
        • SAP Sales Cloud
        • HubSpot CRM
        • Pipedrive
        • Sugar CRM
        • Suite CRM
        • SAGE CRM
        • Close CRM
        • weclapp
        • snapADDY API
        • Zapier
      • snapADDY DataQuality
        • Frequently Asked Questions (FAQ)
        • Installation and Setup
        • Working with contact data
        • Exporting the contact data
        • DataQuality in Chrome & Edge
        • DataQuality in your CRM System
        • Technical requirements
        • Microsoft 365 Integration (Outlook)
      • snapADDY VisitReport
        • Frequently Asked Questions (FAQ)
        • Working with the VisitReport app
        • Working within the VisitReport Dashboard
        • Export (CRM, PDF, Excel ...)
        • Inventory Data
        • E-Mail Integration
      • snapADDY CardScanner
        • Frequently asked questions (FAQ)
        • First steps
        • Export
      • Data Enrichment

      Global Settings

      Find helpful info about the most frequently asked questions and answers (FAQ), company settings and user administration

      Frequently Asked Questions (FAQ)

      • Do I have to pay for snapADDY?
      • What is included in the 100 actions during the snapADDY trial period?
      • I want to use a SSO method. Should I still create a snapADDY account?
      • Invoice and subscription inquires

      Profile Settings

      • How to connect snapADDY to my CRM
      • Login problems - what to do?
      • I did not receive the activation e-mail
      • How to use Two-factor Authentication (2FA)
      • How can I change my password?
      • I forgot my password!
      • How can I add a profile picture to my snapADDY account?
      See more

      User Management

      • What is the difference between named licenses and device licenses (Terminal)?
      • What is the difference between Licenses and Roles?
      • How do I invite other users
      • CRM Username and CRM User ID and their function
      • What do the user roles "Reporter", "User", "Event Curator", "Event Manager" and "Admin" mean?
      • How can I create terminal accounts
      • How can I create guest users?
      • Need Admin Approval
      • Configuring SCIM User Provisioning With Azure Active Directory
      See more

      General Settings

      • How can I edit the organization settings
      • How to set up the phone number format
      • What is the purpose of the Custom profile fields?
      • How can I set up the duration of the access token for the snapADDY solutions?
      • How to set up SAML 2.0 Single Sign-On
      • Data privacy at snapADDY: GDPR, ODP, TOM´s
      See more
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      • snapADDY Homepage
      • Go to Customer Portal