"Administration" Articles:
« Back to previous screen Users can add custom fields to Salesforce tasks. In the Task Field Set: Inspire Planner Fields are displayed in the Assign To and List All Salesforce Tasks dialogues...
Read more...
Admin users can manage app configurations by accessing the Inspire Planner Settings tab. To do so, follow the steps below.
1.Click the All Tabs icon.
...
Read more...
Enabling this feature automatically sends an email to a contact, notifying them of a new project task assigned to them.
To do so, follow the steps below.
...
Read more...
In order for users or contacts to update projects, Inspire Planner requires that your Organization-Wide Defaults are set up for sharing. This means that the Organization...
Read more...