How to Add a Call to the Call List

Bobby Greenberg

Step 1 Click on the + sign. If you have contacts synced on your phone, you may select Open Contacts and select the appropriate contact and number to use. If you don’t have contacts synced, then simply type in the name/company/callback # Step 2 The date will default to current date and time. If you need to change the date, …

How To Filter Calls

Bobby Greenberg

Use the filter function in the call list to set the display options. Step 1 You can find the Filter in the top left of the screen when on the Calls tab within the app. Within Filter, you can decide how to Sort the calls, which calls will show in your list based on Status, and the direction you would …

How to Install and Sync the IE Mobile App

Bobby Greenberg

Step 1 Download the IE mobile app from the app store.  When you open the app, you’ll be prompted with a bunch of permissions; say yes to all these, you can say no to notifications. Step 2 Once app opens, in settings, you’ll see a User ID.  To the right of that, click the email button and send us your …

How to Clean Up Properties

Bobby Greenberg

Step 1 Go to the Properties Module > List View. Step 2  Leave the Title box blank but select the Department you want to clean up the properties for (1). Click the Apply and Refresh button (2). Step 3 Sort the results by the “Sub. In” column. (Sort it so the black triangle indicator is pointing up. this puts the …

Sharing a Contact with iE

erik

Step 1. Open the file in messages. Step 2. Select “Create New Contact” Step 3. Select “Share Contact” Step 4. Select “IE Mobile” Step 5. Select “Share”

How to Clean Up Addresses

Bobby Greenberg

Step 1 Go to the Addresses Module > List View. Step 2 Leave the Title box blank but select the Category from the dropdown list that you want to clean up Addresses for (1), or leave blank to view all of your Contacts. Click the Apply and Refresh button. (2) Step 3 Sort the results by the Last Modified column. (Sort …

How to Clean Up Projects

Bobby Greenberg

Step 1 Go to the Projects Module > List View. Step 2 Leave the Title box blank (1) but select the Department you want to clean up the projects for (2). Click the Apply and Refresh button (3). Step 3 Sort the results by the Last Modified column. (Sort it so the black triangle indicator is pointing up. this puts the …

How to Create and Manage Calendar Sets

Bobby Greenberg

Step 1 To group certain calendars together so they can be viewed simultaneously, you must create a  Set. You can then allow other users to view this Set. NOTE: In order to have privileges to edit Sets, you must be granted access by someone with Admin privileges. From any calendar View, locate the “Sets” button at the top of the window. …

How to Install the IE Plugin for Chrome

Bobby Greenberg

Step 1 Search Chrome Web Store Extensions or go to this website:  https://chrome.google.com/webstore/category/extensions?hl=en Locate the search bar and search for inEntertainment. Click on Add to Chrome. Step 2 Click on Add Extension. You don’t have to Sync it, but you can if you want to. Step 3 The IE plugin should appear to the right of the address bar.

How to set your Mail App with IE for Mac

Bobby Greenberg

Step 1 If emails do not show up correctly inEntertainment, it may be necessary to reset the default email app on your computer. To do so, open Apple Mail, Outlook or Thunderbird. Step 2 Open the preferences pane from the “Mail” menu. In preferences, change the “Default E-mail Reader” to your mail app either Apple Mail, Outlook, Thunderbird or… Close the preferences window …