Getting Started

Getting Started

• Guide for getting started
• Logging into Affinity
• Logging into Affinity using Microsoft Exchange Credentials
• Single Sign On/EWS Impersonation With Affinity

Search and Filtering

• Filtering Data
• Using saved views
• Searching
• Filtering network interactions by user

Unanswered E-mails

• Overview of Unanswered E-mails

Reminders

• Creating reminders
• Using the workflow automation tool (Rules)

Notes

• Creating and Viewing Notes
• Rich text formatting for Affinity notes

File Storage

• Supported File Types for Upload
• Saving files