snapADDY Knowledge Base
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Global Settings
Global Settings
Frequently Asked Questions (FAQ)
Profile Settings
User Management
General Settings
Video Tutorials
VisitReport (for Admins)
VisitReport App (for Users)
CRM Integrations
VisitReport Quick Tips
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)
Automation
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
Meetings
snapADDY CardScanner
Frequently asked questions (FAQ)
First steps
Export
Data Enrichment
Back to home
snapADDY Knowledge Base
Global Settings
Global Settings
Frequently Asked Questions (FAQ)
Profile Settings
User Management
General Settings
Video Tutorials
VisitReport (for Admins)
VisitReport App (for Users)
CRM Integrations
VisitReport Quick Tips
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)
Automation
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
Meetings
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
Support via Chat
Frequently Asked Questions (FAQ)
Configure Single SignOn in Azure via OpenID Connect
Jailbreak and Rooting. Why can't I use snapADDY on my phone?
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
How can I update my payment information?
Will a paid subscription automatically start when the trial ends?
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Profile Settings
How to connect snapADDY to my CRM
Login problems - what to do?
I did not receive the invitation-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?
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User Management
User management "User & licenses"
How to re-invite pending users
What is the difference between Named, Concurrent & Terminal licenses?
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 guests?
Need Admin Approval
Configuring SCIM User Provisioning With Azure Active Directory
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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
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