Use the search bar below to find help guides and articles for using Tekmatix
Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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


Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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

Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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
Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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


Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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
Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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



Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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
Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read

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

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

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

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

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
