Widgets in Trident
Exploring HubSpot CRM eWidget for Trident
In this article, we'll see how the HubSpot CRM eWidget in Trident enables you to view and access contact or company information and associate notes, tasks, and events with a contact or a lead. Setting Up HubSpot CRM eWidget To integrate HubSpot CRM ...
Exploring Zoho Desk eWidget in Trident for Mac
In this article, we'll see how the Zoho Desk eWidget in Trident enables you to add, view, and manage customer tickets. Setting Up Zoho Desk eWidget To configure the Zoho Desk eWidget and access it from Trident: Log in to your Zoho Mail web account. ...
Exploring Asana eWidget in Trident for Mac
In this article, we'll see how the Asana widget in Trident enables you to create, view, edit, and search through tasks, as well as view and manage all of your projects and their associated tasks. Installing Asana To integrate Asana with Trident: Log ...
Exploring Zoho CRM eWidget in Trident for Mac
In this article, we'll see how the CRM eWidget in Trident enables you to add, view, and manage leads and contacts, as well as create and manage CRM daily activities. Setting Up Zoho CRM eWidget To configure the Zoho CRM eWidget and access it from ...
Exploring WorkDrive Widget in Trident for Mac
In this article, we'll see how the WorkDrive widget in Trident enables you to view all of your WorkDrive files. Categorizing WorkDrive Files By default, all of your WorkDrive files are grouped under the following views: Recent Files: Lists all the ...
Exploring Leave Tracker Widget in Trident for Mac
In this article, we'll see how the Leave Tracker widget in Trident enables you to apply for leave, record attendance and working hours, view your leave report and upcoming holidays, and look up details about organization members. Applying for Leave ...
Exploring Tasks Widget in Trident for Mac
In this article, we'll see how the Tasks widget in Trident enables you to create new tasks, view and edit existing tasks, and manage and collaborate on tasks. Creating Tasks To create a new task: Click the Plus icon in the top-right corner of the ...
Exploring Contacts Widget in Trident for Mac
In this article, we'll see how the Contacts widget in enables you to search for contacts and connect with them. Searching for Contacts To look up a contact's details: Click the Search Contacts icon. Search for the person you're looking for by typing ...
Exploring Notes Widget in Trident for Mac
In this article, we'll see how the Notes widget in Trident enables you to create, view, share, manage, and customize notes. Creating Notes To create a new note: Click the Plus icon. In the Notes Editor that opens, provide a title for the note and jot ...
Exploring Calendar Widget in Trident for Mac
In this article, we'll see how the Calendar widget in Trident enables you to create, view, edit, delete, remove, and duplicate events. Creating Events To create an event: Click the Plus icon in the top-right corner of the widget. Fill in the required ...
Exploring Cliq Calls Widget in Trident for Mac
In this article, we'll see how the Cliq Calls widget in Trident displays the call history and enables you to connect with contacts over audio, video, or screen-share calls. Placing a New Cliq Call To place a new Cliq call: Click New Call. Search for ...
Exploring Cliq Widget in Trident for Mac
In this article, we'll see how the Cliq widget in Trident enables you to update your Cliq status, as well as search through, view, and manage your chats. Updating Cliq Status To update your Cliq status: Click open the status drop-down menu. Select ...
Exploring Widgets in Trident for Mac
The Widgets in Trident help you integrate with plenty of Zoho and third-party business apps to help you multitask with ease and efficiency. List of Widgets The following are the available widgets in Trident: Cliq Cliq Calls Calendar Tasks Notes ...

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