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Managing Cases and Case Data
Case and & File Management
30
How to share cases in GoldFynch and change User Roles
Moving Files and Folders in Your GoldFynch case
Use a Password List for Password Protected Files in GoldFynch
How to change your GoldFynch case plan (case size/recurring bill)
Adding & removing credit cards, making payments, and checking billing details in GoldFynch
View all 30
Uploading Files & Importing Data From Other Sources
23
Best Practices for Uploading Files to GoldFynch
Uploading Zip (compressed files) to GoldFynch
Uploading Emails from Outlook
Exporting Email from a Yahoo account into GoldFynch (Importing email via IMAP directly into GoldFynch)
Exporting / importing Email from a Gmail account into GoldFynch (MBOX export/import)
View all 23
Help Desk Software
by Freshdesk
