Hvordan kommer jeg meg fra Invantive Drive til Teamleader Focus på 5 minutter?
Utfør følgende trinn for å koble Invantive Drive til Teamleader Focus. Du trenger bare kunnskap om Invantive Drive, din egen virksomhet og Teamleader Focus-administrasjonen.
Teamleader er en skyløsning for kundeadministrasjon. Teamleder inkluderer CRM samt prosjekt og billetter. Teamleader kan utvides ved å definere tilpassede felt på flere kjernekonsepter.
No technical knowledge is needed to show the documents of Teamleader Focus in Windows Explorer with Invantive Drive. This step-by-step plan tells you exactly which steps to go through on Invantive Cloud and on your PC.
Trinnene for å koble Invantive Drive til Teamleader Focus er:
- Registrer en Invantive Cloud-konto.
- Opprett en Teamleader Focus-database.
- Install Invantive Drive on Windows.
- Sign in to Invantive Drive and choose the Teamleader Focus database.
- Open your Teamleader Focus documents in Windows Explorer.
Invantive Cloud offers a Teamleader Focus connector for Invantive Drive, and 29 other platforms show their documents in the same folder of Windows Explorer.
Når du har spørsmål, vennligst sjekk forumene for Teamleader Focus.
Registrer konto på Invantive Cloud
Hopp over dette trinnet når du allerede har en konto på Invantive Cloud. Ellers kan du utføre følgende trinn én gang for å registrere en konto på Invantive Cloud:
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Gå til Invantive Cloud startside.
Velg Logg på-knappen.
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Velg Registrer deg-knappen.
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Skriv inn bedriftens e-postadresse.
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Velg Neste-knappen.
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Skriv inn dine personlige data.
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Velg Neste-knappen.
Skriv inn passordet ditt og gjenta det angitte passordet.
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Velg Neste-knappen.
Du vil motta en sekssifret verifiseringskode via e-post innen 2 minutter.
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Skriv inn den sekssifrede verifiseringskoden.
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Velg Registrer deg-knappen.
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Logg på nå.
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Sørg for at du har en autentiseringsapp installert på telefonen. Velg Neste-knappen.
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Legg til den viste QR-koden i autentiseringsappen, skriv inn gjeldende bekreftelseskode og velg «Fullfør».
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Hopp over registrering av organisasjonen.
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Fyll ut dine personlige data og velg 'Lagre'.
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Gå til instrumentbord
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Invantive Cloud- dashbordet vises.
Du har nå en påloggingskode på Invantive Cloud som du kan sette opp tilkoblingen med Teamleader Focus og mange andre plattformer. Du vil bruke samme Invantive påloggingskode og arbeidsflyt for alle andre plattformer.
Opprett en Teamleader Focus-database.
I dette trinnet setter vi opp en database med data fra Teamleader Focus. Databasen er «virtuell» fordi den ikke er en tradisjonell database, men mates sanntid fra Teamleader Focus. Invantive Cloud gir Invantive Drive en sanntidskobling til Teamleader Focus. Databasen vil bli brukt for alle dine Teamleader Focus rapportering med Invantive Drive. Så du trenger bare å utføre disse trinnene en gang.
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Klikk på Legg til database-knappen.
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Velg Teamleader Focus fra listen.
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Fyll ut skjemaet med påloggingsinformasjon for Teamleader Focus.
Velg OK-knappen.
Gratulerer! Du kan nå behandle data fra Teamleader Focus på Invantive Cloud-nettstedet. Du kan for eksempel gjøre dette med det interaktive SQL-redigeringsprogrammet.
Install Invantive Drive on Windows
Invantive Drive is a small Windows program. It registers a folder named Invantive Drive in Windows Explorer and fetches a document from the platform the moment you open it, the way OneDrive and Google Drive work.
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Download the installer of Invantive Drive and run it.
Follow the installer; no settings are needed.
After the installation, Windows Explorer shows a folder named Invantive Drive under This PC, and the Invantive Drive window opens.
Sign in to Invantive Drive and choose the Teamleader Focus database
Invantive Drive signs in with your Invantive Cloud account and lists the databases of that account. Pick the one you created in the previous step.
In the Invantive Drive window, choose Sign in and enter your Invantive Cloud user name and password, plus the code of your authenticator app when asked.
Choose Add database and select the Teamleader Focus database from the list.
A folder named after the Teamleader Focus database appears under Invantive Drive in Windows Explorer, with a subfolder per company and per kind of document.
Open your Teamleader Focus documents in Windows Explorer
Explorer lists the names, dates and sizes of the Teamleader Focus documents. A document is fetched the moment you open it.
- Online only: listed in Explorer, fetched when you open it, no disk space.
- Kept on this device: you opened it or marked it to keep, so it also works without internet.
Each app is a folder and each company a subfolder. A document is fetched the moment you open it.
Browse to a folder and double-click a document; it opens in the program Windows uses for that kind of file.
A cloud icon marks a document that is online only and takes no disk space; a green check mark one that is kept on this device. Right-click a document to keep it on this device or to free up space.
Right-click a document and choose Open in Teamleader Focus to jump to it on the platform, where the platform offers a web page for it.
Save a changed file, or drop a new one into the folder, and it is sent to Teamleader Focus.
What Invantive Drive Can And Cannot Do
Invantive Drive shows documents; it does not copy or move them. A document is fetched only when you open it, and every fetch is an ordinary request to Teamleader Focus within the limits of your subscription. Only a platform that accepts uploads takes a changed file back; the folders of the other platforms are read-only.
Invantive Drive runs on Windows. On any other device the file browser in Invantive Cloud shows the same folders in your web browser.