User Guides

Getting Started with Your Tractivity System

• 1. Getting Started with Tractivity User Guide
• 2. Adding Stakeholder Interactions- Enquiries & Activities User Guide
• 3. Extra Enquiry Features, Including Tagging Issues User Guide
• 4. SmartInbox - Add, View & Manage a Mailbox from the Home Screen User Guide

Communication & Stakeholder Mapping Modules

• Creating Distribution Lists User Guide
• Emailing from Tractivity User Guide
• Events Module User Guide
• Survey Module User Guide
• Reports Module User Guide
• Outlook Integration
• Stakeholder Mapping Module User Guide

See less ▼

Superuser & System Admin Help Guides

• System Admin - External Forms
• Subscription Preference Email & Settings
• Single Sign On (SSO) Setup Guide
• Import New Stakeholder Data User Guide
• View & Edit your Tractivity Configuration User Guide
• Configure your Tractivity System User Guide
• Manage Duplicated Contact, Organisation or Building Data User Guide
• Add New Users & Projects, User Guide

See less ▼

New Mailshot Builder

• New Mailshot Builder - Help Guide