Getting Started

Getting Started

• Single Sign On/EWS Impersonation With Affinity
• Logging into Affinity
• Set up your Microsoft account with Affinity
• Guide for getting started

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

• Rich text formatting for Affinity notes
• Creating notes

File Storage

• Saving files