# tiny+ knowledge base

## tiny+ knowledge base

- [Welcome](https://docs.tiny.plus/master.md): Guides and documentation for tiny+, the CRM for design firms: getting set up, everyday use, reports, administration, integrations and the API.
- [Why tiny+](https://docs.tiny.plus/why-tiny+.md): Why tiny+ is the CRM for design firms: the thinking behind it, who it suits, and what the Standard and Pro plans include.
- [Plans compared](https://docs.tiny.plus/plans-compared.md): What the Standard and Pro plans include, feature by feature.
- [Getting started](https://docs.tiny.plus/guides/getting-started.md): Help and advice for getting started with tiny+
- [Designing your project pipeline](https://docs.tiny.plus/guides/getting-started/designing-your-project-pipeline.md): Customise your firm's project pipeline.
- [Designing your client relationship pipeline](https://docs.tiny.plus/guides/getting-started/designing-your-client-relationship-pipeline.md): Design a business development process for your firm with a client relationship pipeline.
- [Setting up categories and tags](https://docs.tiny.plus/guides/getting-started/setting-up-categories.md): Sort your projects, companies and contacts into logical groups with Categories and Tags.
- [Importing your content](https://docs.tiny.plus/guides/getting-started/importing-your-content.md): Bring your contacts, companies and projects into tiny+ from a spreadsheet.
- [Adding your team](https://docs.tiny.plus/guides/getting-started/adding-your-team.md): Understand team members, who can sign in, roles and your subscription.
- [User Permissions & Roles](https://docs.tiny.plus/guides/getting-started/user-permissions-and-roles.md): Set different levels of access to tiny+ for your team members.
- [Everyday](https://docs.tiny.plus/guides/everyday.md): The pages you'll use every day, and the ideas tiny+ is built on.
- [News Feed](https://docs.tiny.plus/guides/everyday/news-feed.md): Share what's happening with your projects and clients, and keep up with what your colleagues are doing.
- [Dashboard](https://docs.tiny.plus/guides/everyday/for-me.md): Your dashboards: your projects, companies, contacts, tasks, meetings, plans and emailed reports at a glance, laid out the way you like.
- [Projects](https://docs.tiny.plus/guides/everyday/projects.md): From lead to completed project, through the pipeline your firm designed.
- [Companies](https://docs.tiny.plus/guides/everyday/companies.md): Your clients, prospects and the rest of your industry, and the health of each relationship.
- [Contacts](https://docs.tiny.plus/guides/everyday/contacts.md): The people you know, who knows them, and how to reach them.
- [Enquiries](https://docs.tiny.plus/guides/everyday/enquiries.md): Capture new enquiries from your website or by hand, work them through a short pipeline, and turn the good ones into projects.
- [Events](https://docs.tiny.plus/guides/everyday/events.md): Plan the events you host and the ones you attend, build the invitation list, and record who came.
- [Meetings + Tasks](https://docs.tiny.plus/guides/everyday/meetings-and-tasks.md): The things to do and the people to see: tasks with due dates, meetings with contacts, a calendar of both, and a reminder on the morning a task falls due.
- [The pipeline board](https://docs.tiny.plus/guides/everyday/pipeline-board.md): The board view of your project and client pipelines: columns for each stage, cards you drag along, filters, saved views and the side panel.
- [Confidential records and health](https://docs.tiny.plus/guides/everyday/confidential-and-health.md): Keep a sensitive project to its team with the confidential flag, and read the health rating that shows which projects and clients are going quiet.
- [Notifications and the mobile apps](https://docs.tiny.plus/guides/everyday/notifications-and-apps.md): How tiny+ tells you what's happened, in the app, by email and on your phone, and the apps for iPhone, iPad and Android.
- [The mobile apps](https://docs.tiny.plus/guides/everyday/mobile-apps.md): The tiny+ apps for iPhone, iPad and Android: where to get them and what they do.
- [Search](https://docs.tiny.plus/guides/everyday/search.md): The search box at the top of every page, and the search in tables.
- [Relationship Plans](https://docs.tiny.plus/guides/everyday/relationship-plans.md): Put a client on a schedule of follow-ups. tiny+ books each one as a task, asks what happened, and books the next.
- [Building Lists](https://docs.tiny.plus/guides/everyday/building-lists.md): Lists let you build and sort catalogues of projects, companies or contacts
- [Assessments](https://docs.tiny.plus/guides/everyday/assessments.md): Use tiny+’s Ratings + Assessments tool to develop short questionnaires in tiny+ that can be undertaken against a company or project.
- [Ask & AI Assistants](https://docs.tiny.plus/guides/everyday/ask-and-ai-assistants.md): Search your records in plain English, and connect Claude and other AI assistants to tiny+.
- [Reports & automation](https://docs.tiny.plus/guides/reports.md): Reports you build, reports that come with tiny+, reports that arrive by email, and actions that run by themselves.
- [Table Reports](https://docs.tiny.plus/guides/reports/table-reports.md): List your records the way you need them: the columns you choose, grouped with subtotals, filtered, totalled, and read as rows, a summary or a chart.
- [Chart Reports](https://docs.tiny.plus/guides/reports/chart-reports.md): Turn your records into a chart: count them or add up a number, by a date, a status, a person or a category, as columns, bars, a line or a pie.
- [Built-in Reports](https://docs.tiny.plus/guides/reports/built-in-reports.md): The reports that come with tiny+: your pipeline now, how it has gone, where projects fall out, what's been happening, revenue ahead, and how your relationship plans are going.
- [Scheduled Reports](https://docs.tiny.plus/guides/reports/scheduled-reports.md): Email each person a report on a schedule, built from what they can see: their week ahead, what moved, wins and losses, new business and their clients.
- [Automated Actions](https://docs.tiny.plus/guides/reports/automated-actions.md): Set fields, add people, post, create tasks and send emails on their own, when a record is created or updated, or a button on it is pressed.
- [Account Settings](https://docs.tiny.plus/guides/admin.md): A map of every screen under Account Settings, and where it's explained.
- [Fields, forms and panels](https://docs.tiny.plus/guides/admin/fields-forms-and-panels.md): Shape tiny+ to your firm: rename and require fields, add your own, design the forms people fill in, arrange the panels on a record's page, and number your projects.
- [Currencies](https://docs.tiny.plus/guides/admin/currencies.md): Keep fees in your own currency, and with multi-currency on, enter a fee in another currency and have it converted.
- [Time zones](https://docs.tiny.plus/guides/admin/time-zones.md): Your account has a time zone and so does each person; which one tiny+ uses for what.
- [Deleted records and Export Data](https://docs.tiny.plus/guides/admin/deleted-and-export.md): Bring back a record that was deleted by mistake, and download your account's records as spreadsheets.
- [How Tos](https://docs.tiny.plus/guides/how-tos.md): Short answers to common tasks.
- [Merging duplicate records](https://docs.tiny.plus/guides/how-tos/merging-records.md): Found some duplicate records? Here's how to combine them.
- [Following records, lists and channels](https://docs.tiny.plus/guides/how-tos/subscribing-to-a-news-feed.md): Follow a project, company, contact, list or channel to keep up with it.
- [Your password and signed-in browsers](https://docs.tiny.plus/guides/how-tos/password-and-browsers.md): Change your password, see how many browsers are signed in as you, and sign the others out.
- [Enabling Two Factor Authentication](https://docs.tiny.plus/guides/how-tos/enabling-two-factor-authentication.md): Add extra security to your tiny+ user account.
- [Switching accounts](https://docs.tiny.plus/guides/how-tos/switching-accounts.md): One sign-in can belong to more than one tiny+ account.
- [Integrations](https://docs.tiny.plus/guides/integrations.md): Connect tiny+ to the other tools your firm uses.
- [Outlook and Microsoft 365](https://docs.tiny.plus/guides/integrations/office-365.md): Sync your contacts both ways, and send your tasks, meetings and events to your Outlook calendar, from a Microsoft 365 or Outlook.com account.
- [Filing emails by BCC](https://docs.tiny.plus/guides/integrations/inbound-emails.md): Forward an email, or BCC it, to your own tiny+ address and a copy is kept against the contact.
- [Synergy](https://docs.tiny.plus/guides/integrations/synergy.md): Setting up and managing our integration with Synergy practice management software from Total Synergy.
- [Mailchimp](https://docs.tiny.plus/guides/integrations/mailchimp.md): Send lists of tiny+ contacts to Mailchimp for your email campaigns.
- [Campaign Monitor](https://docs.tiny.plus/guides/integrations/campaign-monitor.md): Send lists of tiny+ contacts to Campaign Monitor for your email campaigns.
- [Zapier](https://docs.tiny.plus/guides/integrations/zapier.md): Connect tiny+ to thousands of other apps through Zapier.
- [SharePoint / Intranet](https://docs.tiny.plus/guides/integrations/sharepoint-intranet.md): You can embed certain tiny+ views into your SharePoint or other intranet platform
- [Custom integrations](https://docs.tiny.plus/guides/integrations/custom-integrations.md): Looking to connect your custom business application to tiny+?
- [Advanced topics](https://docs.tiny.plus/guides/advanced.md): Reference material for administrators and integrators.
- [Project date fields](https://docs.tiny.plus/guides/advanced/project-date-fields.md): What each of a project's date fields holds, and which ones tiny+ fills in itself.
- [Single Sign-On (Microsoft Entra ID)](https://docs.tiny.plus/guides/advanced/single-sign-on-azure.md): Allow your users to log in with your domain usernames and passwords.
- [Introduction](https://docs.tiny.plus/api/intro.md)
- [Getting access](https://docs.tiny.plus/api/getting-access.md)
- [Capturing website enquiries](https://docs.tiny.plus/api/getting-access/javascript-token.md)
- [Simple access token](https://docs.tiny.plus/api/getting-access/getting-an-access-token.md)
- [Register a Client App](https://docs.tiny.plus/api/getting-access/register-a-client-app.md)
- [oAuth Authorisation process](https://docs.tiny.plus/api/getting-access/oauth-authorisation-process.md): We use OAuth 2.0, with the authorisation code flow and PKCE.
- [AI assistants (MCP)](https://docs.tiny.plus/api/getting-access/ai-assistants.md)
- [Working with the API](https://docs.tiny.plus/api/concepts.md)
- [Requests, responses and errors](https://docs.tiny.plus/api/concepts/requests.md)
- [Listing, filtering and paging](https://docs.tiny.plus/api/concepts/listing.md)
- [Record types and your account's fields](https://docs.tiny.plus/api/concepts/record-types.md)
- [Permissions and confidential records](https://docs.tiny.plus/api/concepts/permissions.md)
- [Linking records](https://docs.tiny.plus/api/concepts/linking.md)
- [Fair use](https://docs.tiny.plus/api/concepts/fair-use.md)
- [Endpoints](https://docs.tiny.plus/api/endpoints.md)
- [Records](https://docs.tiny.plus/api/endpoints/records.md)
- [Projects](https://docs.tiny.plus/api/endpoints/projects.md)
- [Companies](https://docs.tiny.plus/api/endpoints/companies.md)
- [Contacts](https://docs.tiny.plus/api/endpoints/contacts.md)
- [Enquiries](https://docs.tiny.plus/api/endpoints/enquiries.md)
- [Tasks](https://docs.tiny.plus/api/endpoints/tasks.md)
- [Meetings](https://docs.tiny.plus/api/endpoints/meetings.md)
- [Events](https://docs.tiny.plus/api/endpoints/events.md)
- [Emails](https://docs.tiny.plus/api/endpoints/emails.md)
- [Team Members](https://docs.tiny.plus/api/endpoints/team-members.md)
- [Posts](https://docs.tiny.plus/api/endpoints/updates.md): Known as 'Updates' in the API.
- [Relationship plans](https://docs.tiny.plus/api/endpoints/relationship-plans.md)
- [Lists](https://docs.tiny.plus/api/endpoints/lists.md)
- [Account structure](https://docs.tiny.plus/api/endpoints/account-structure.md)
- [Current user](https://docs.tiny.plus/api/endpoints/me.md)
- [Pipeline statistics](https://docs.tiny.plus/api/endpoints/stats.md)
- [Ask filters](https://docs.tiny.plus/api/endpoints/ai-filter.md)
- [Attachments](https://docs.tiny.plus/api/endpoints/attachments.md)
- [Webhooks](https://docs.tiny.plus/api/endpoints/webhooks.md)
- [Changelog](https://docs.tiny.plus/api/changelog.md)