Your Front Page and key productivity modules will available above your Dashboard Menu: Front Page Address Book Calendar Resource LibraryPLUS quick access to important CRM functions in the New menu:Add a Contact, Create a To Do, Schedule an Appointment, Log a Call. You still have all the same features your would have seen in the […]

Get a visual snapshot of the current state of your sales! With Multiple Sales Processes, you can now manage your business sales more effectively by tracking the state of your leads and opportunities more accurately and at the granularity you prefer. Add 2, 3 or more Sales Process widgets to your Sales and CRM Dashboard to get the instant real-time opportunity […]

The customization possibilities are endless with the HTML Widget: get your Top Story news, social media feed, stock portfolio and local weather report! Customize the 2 HTML widget available to you on your Front Page to pull in feed for your business. Below are just some examples of how to customize it to fit your […]

Since MYcarnegieOS is integrated with your Google Account, you can send an email directly form within the system! Add your Email Signature Go to Account Settings and scroll down to Email Signature 2.  Use the Edit link beside “Email Signature” to add a personalized signature to all your outgoing email sent from MYcarnegieOS. A window will open that allows editing, including […]

Give everyone in your company their own personal online space with My Dashboard: a the customizable dashboard where the information that is important to them is front and center. From essential tools such as contact lists, calendars and to do lists, to news and weather, your team will have everything they need at their fingertips. […]

Looking for a way to immediately create value for new clients?   Introducing the engagement eWindow! Blended learning is a leading practice in Learning & Development –MYcarnegieOS’s eWindow gives you a cutting edge entry point. Our clients are busier than ever, and have come to expect multiple points of contact from their providers to make it easy for them to […]

Transitioning to Google Apps?  You have several options when it comes to migrating you email to Google Apps… See Google’s Guide to Email Migration

Customize the layout and naming conventions used on your client eWindows. Note: If you do not see a new browser window/tab appear with your eWindow layout, please ensure you have allowed for popups from your OS site: Google Chrome Mozilla Firefox Safari  

Importing your Participants and Registration (from CB or another application) can be done using the Contact Import feature in the Address Book. Before importing, the following elements must exist in OS: Your Products and Programs Your Program Locations The Programs, for which you are importing participants.   Export Contacts from CB: Download your Participants from CB Go to Report […]