FAQs
- How to download into PDF a Contact Report?
- How to send out your mass email campaigns?
- How to access your Weekly Investor Updates Reports?
- How to find the home page in IR.Manager?
- How do I login to IR.Manager from Mobile or Tablets?
- What’s my Username and Password?
- How to filter?
- How to Sort?
- How to Create a New Contact?
- How do I view and edit my Peers?
- How to Tag a Contact?
- How to Tag an Organization?
- How to run an Itinerary?
- How to run a Briefing Note?
- How to extract your Agenda into Excel?
- How to download into PDF an Organization Profile?
- How to set up a Time-Zone in the Agenda?
- How to Export into Excel your Data (My Shareholders, My Contacts…) ?
- How to Duplicate a meeting?
- How to use the Drag and Drop function?
- How to Tag a meeting?
- How to filter Meetings by Tag in the Agenda?
- How to upload a logo for your Reports?
- How to access the ESG-Data from Morningstar?
- How to format your Meeting Notes in the Agenda?
- How to manage the Meeting Notes?
- How to merge Contact Cards
- How to synchronize Outlook meetings in the IR.Manager Agenda?
- How to access your Agenda Analytics Dashboard?
- How to Attach a Single Activity to a Multi-Event?