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Mamut Tips and Tricks CRM

CRM

What is the Activities module?

The Activities module keeps an overview of all activities that are registered in the program, regardless of the contact or project they are connected to. Read more here
How do I create a new document?

Within Mamut Business Software, there are two ways to create a new document. Read more here
How do I specify that a contact is a ”Head Office”?

Some of your business contacts may have several offices from which they operate, and often one of these will be the main, or Head Office. In Mamut, you can designate a contact to be the Head Office, which you can then other contacts/office to. Read more here
Why am I asked if I would like to create a new activity after performaing certain tasks?

In Mamut, it is possible to automatically create activities after performing certain tasks within the program, allowing the user to “follow-up” on an activity. These are known as Follow-Up Tasks. These can be used to speed up automated processing in your day-to-day procedures. Read more here