Tekmatix Help Articles
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How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
Latest Blog Posts
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
Marketing
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
CRM
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
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Web Design
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
