Getting Started
Quick Start
- Getting started with Affinity
- Getting Started - Affinity for Investment Banking
- Intro to Affinity: Signing in and syncing data (1/8)
- Intro to Affinity: Navigating your Affinity Home Page (2/8)
- Intro to Affinity: All People and All Organizations (3/8)
- Intro to Affinity: Types of Lists in Affinity (4/8)
Signing into Affinity
- What happens when you sync your email account into Affinity?
- How to sign in with Google
- How to sign in with Microsoft Office 365
- How to sign in with Microsoft Exchange (On-Premise)
- How to find your Affinity subdomain
- How to reenable syncing of data into Affinity
Advanced Sign in & Credentials
- Google Error 400: Admin Policy Enforced
- Need Admin Approval or Approval Required
- Mobile sign in: Office 365 Advanced Threat Protection (ATP)
- How to find your custom EWS URL
- Troubleshooting sign in for Microsoft Exchange (On-Premise)
- Create SSO shortcut to Affinity - Cloud users
Contacts and Profile Pages
- How to edit an organization's name and domain
- How to send emails and file attachments through Affinity
- How to merge duplicates
- Supported File Types for Upload
- How to manually create a contact
- Internal vs. External Contacts