功能分类介绍(面向管理员)
什么是管理员、用户设置、权限
- Inactivating a user
- PA Settings
- Changing a user's phone number and/or carrier
- What an Administrator is: What to do when an Administrator leaves his or her position
- What a sectional administrator is
- Invitation function / Regarding invitation management
Virtual Card
部门相关设置
变更所有者(用户间数据迁移)
导入(用CSV文件导入名片)
联系设置
项目管理设置
安全设置
- Setting up SAML Authentication
- Making two-factor authentication mandatory (security settings)
- Two-factor authentication (Mobile App)
- Requiring passcode lock for the Mobile App (Security Settings)
- Authorizing devices that can use the Mobile App (security settings)
- Cacheless Mode
与Salesforce协同 (2018/10/1~)
- What is Salesforce Integration / Compatible Editions
- Authenticating with Salesforce, Integrating Sansan and Salesforce Accounts
- File creation and import rules for Salesforce integration
- How to set up recipients for Salesforce integration
- Business Card Object: Corresponding Terms
- Adding a Link in Salesforce to Sansan Person or Company Information
与SansanAPI、Web表格协同
Smartforms
Sansan Meishi Maker
- About Sansan Meishi Maker (for admins)
- Setting Sansan Meishi Maker admins [Sansan Meishi Maker]
- Approval flow settings (Sansan Meishi Maker)
- Batch Adding, Modifying, Deleting Approval Flows from Files (Meishi Maker)
- Items in Approval Flow Batches (Meishi Maker)
- File Entry Rules (Meishi Maker: Approval Flow Batches)
Salesforce Opportunity Integration
Risk Intelligence
- How Risk Assessment works
- Risk Intelligence auto-assessment settings
- Risk assessment: Assessment status
- Risk search function
- Import company risk lists
- Risk assessment of multiple contacts at once
Surveys
CloudSign Contract Management
其它(权限、Sansan扫描仪设置、使用历史记录的确认等)
- Integration with Contract One
- Integrating Smart Activity Management with Gmail
- Integrating Smart Activity Management with Microsoft 365
- Using Contact Inbox (Mobile App)
- Email Signature contact creation setup
- Configuring Google Cloud and Google Workspace for Contact Inbox integration