User Guides

Detailed guides on the various functions in Darzin

Allison avatar Matthew Cooney avatar Monique Bollen avatar +1
12 articles in this collection
Written by Allison, Matthew Cooney, Monique Bollen and 1 other

Group Mail

How to create and send a Group Mail
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

Gmail Add-on

A guide to using the Gmail Add-on to save stakeholders and their emails
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

Darzin Outlook Add-in Installation and Troubleshooting

Outlook and Exchange requirements for installing the Darzin Outlook add-in
Matthew Cooney avatar
Written by Matthew Cooney
Updated over a week ago

Smart Search

A guide to using the new Smart Search function in Darzin (June 20 release)
Allison avatar
Written by Allison
Updated over a week ago

Darzin Outlook Add-in

A guide to using the Outlook Add-in to save stakeholders, emails and meetings
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

How to send a text message to one or more stakeholders

Using the SMS function to send out individual or group text messages
Allison avatar
Written by Allison
Updated over a week ago

Adding a Task to an Interaction

Task Management
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Create a Stakeholder (Individual/Organisation)

How to add a new Stakeholder.
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Create a follow up task for an interaction

Using Task Functionality
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Create a Calendar Event

How to plan and create an event in Darzin
Allison avatar
Written by Allison
Updated over a week ago

Reports User Guide - The Basics

An introduction to Darzin Reports
Allison avatar
Written by Allison
Updated over a week ago

How do I setup an SMS, add recipients and send SMS

Step by step instructions and some useful tips on SMS Functionality
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago