Certification for snapADDY Expert
Certificate Questionnaire - snapADDY Global Admin
If I want to use the follow-up email function I have to...
enter the SMTP credentials in the email settings.
create a follow-up email template within the questionnaire template.
do nothing. All the settings and functions will be automatically ready to go.
How can I prevent unwanted access to my snapADDY Dashboard?
By setting a very secure password (at least 8 characters including numbers and special characters)
It is impossible to protect one's data nowadays.
Using a two-factor-authentication (which can be setup within one's profile)
What login methods does snapADDY offer?
Username + Password
Single Sign On (SSO) for Microsoft
Google Single-Sign-On (SSO)
Security code via SMS
Sign in with Apple (SSO)
Which company information can be configured globally
Telephone number presets (eg: +44 123 456)
Contact mandatory fields (eg. first name, company, address,...)
The global user password
The CRM URL address (only applicable for MS Dynamics 365, Sugar CRM, WeClapp, CentralStation, Suite CRM, Sage, Odoo and SAP)
Reports can only be exported after they have been marked as 'checked'
What is the difference between named and terminal licenses?
Named licenses can be used by several different people simultaneously.
A named license is assigned to one distinct user for the time-frame of the subscription.
A terminal license can be used on several devices simultaneously.
Both guests and named users can work on a terminal device.
What options does one have to invite people within the user management?
Several users at once entered manually
Several users at once (separated with a comma)
Using an MS Word file
Upload an Excel list
Dynamically with a CRM integration
Page 1 of 4
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google.
Terms of Service