Toolyt Help Desk

Toolyt – Data Processing Agreement (DPA) - Last Updated: 24 September 2025

Nizamudheen V — Thu, 25 Sep 2025 07:30:02 +0000

At Toolyt, we care deeply about your privacy and the security of your data. This Data Processing Agreement (“DPA”) explains how we handle, process, and protect the personal data you entrust to us when using our sales productivity platform. It forms part of our Terms of Service and ensures compliance with data protection laws, including the General Data Protection Regulation...

Privacy Policy - Last Updated: 29.10.2025

Nizamudheen V — Thu, 24 Dec 2020 11:11:00 +0000

The following Privacy Policy governs the online information collection practices of Vahmine Technologies Pvt. Ltd. (“Vahmine Technologies Pvt. Ltd. “we,” “us,” “our”). It outlines the types of information that we gather about you while you are using our website https://www.toolyt.com and the ways in which we use this information.

Toolyt...

Aadhaar Masking - Admin - Now make your customer data secure.

Yashika — Wed, 24 Aug 2022 10:35:28 +0000

As per the UIDAI circular released in 2018, it is mandatory for all organizations handling Aadhaar to blackout the first eight digits of the Aadhaar number (Physical and digital) from the Aadhaar copies captured as part of the proof of identity.

Keeping in mind the rules of RBI and UIDAI, Toolyt has brought in a new feature to mask the Aadhar...

Service Level Agreement - Updated on Oct 2024

Nizamudheen V — Thu, 24 Dec 2020 11:13:03 +0000

Effective Date: 15th October 2024

At Toolyt, we are committed to delivering reliable and secure services that meet the expectations of our enterprise customers. This Service Level Agreement (SLA) outlines our service commitments and the processes we follow to ensure optimal performance and availability. Our SLAs are tailored to each customer’s specific requirements and are provided upon request, as part of...

Refund Policy - Updated on Oct 2024

Nizamudheen V — Thu, 24 Dec 2020 11:12:28 +0000

At Toolyt, we prioritize delivering exceptional services and solutions to our B2B clients. Refunds are subject to the specific terms and conditions outlined in the agreements made between Toolyt and each client. As our services are tailored to meet the needs of businesses at a top-level engagement, any requests for refunds will be reviewed on a case-by-case basis and must...

Terms and Conditions - By using our website and services, you agree to abide by the following terms and conditions

Nizamudheen V — Thu, 24 Dec 2020 11:10:42 +0000

Last Updated: 20th October 2024

Welcome to Toolyt! By using our website and services, you agree to abide by the following terms and conditions. Please read these terms carefully, as they govern your use of Toolyt’s services, including how we collect, store, and use your data in compliance with regulations such as GDPR, ISO 27001, and SOC2.

1. Introduction

Toolyt, operated by Vahmine...

Privacy Policy (IonConnect)

Nizamudheen V — Mon, 08 Jul 2024 04:35:21 +0000

This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You.

We use Your Personal data to provide and improve the Service. By using the Service, You agree to the collection and use of information...

How to add a lead?

Yashika — Mon, 28 Nov 2022 03:42:39 +0000

Web:

Step 1: Click on the 'lead' (funnel) icon from the toolbar on the left side of the screen.

Step 2: Click on 'Add leads' in the top-right corner.

Step 3: Fill out the form with the necessary details.

Note: Fields with the '*' symbol are mandatory.

Step 4: Click on 'Add'.

A pop-up to add products will be displayed.

Step 5: Assign the required...

Payment Collection - Admin

Yashika — Thu, 29 Sep 2022 07:32:39 +0000

Payment module is extensively used by the collection team to track their collections or payments received from the customer. The admin can create different types of payments, stages and modes for the collection process.

Payment Type: This indicates different types of payments such as one time payment, recurring payment, part...

Users - Admin Configurations

Yashika — Wed, 03 Aug 2022 05:57:29 +0000

User Admin Configuration

User holds the most prominent position in Toolyt. They are the ones who use Toolyt and bring in maximum revenue. But not every user holds the same designation and privileges. Hence the admin can set privileges based on designations, team, region etc. through admin configurations.

Forms - Manager View

Yashika — Mon, 05 Sep 2022 10:04:41 +0000

Additional Field Element

This helps you to duplicate field elements in a form. There are few things to be kept in mind in order to avoid errors.

Adding a element: Click on the 'plus' icon near field and save the form.

Delete: Click on the 'delete' icon.

Forms - Admin

Yashika — Mon, 05 Sep 2022 09:45:57 +0000

Additional Field Element

This helps you to duplicate field elements in a form.

Configuration

Step 1: Select 'Admin Configuration' from the profile tab.

Step 2: Select 'Form' which is under 'Manage' category.

Step 3: Click on 'Add new Form’ or you may choose an existing form from the manage tab.

Step 4: Select ‘Manage Form Properties’ icon from respective from.

Step 5:...

Sub Form - Admin

Yashika — Thu, 20 Oct 2022 10:12:11 +0000

Create Sub Form

Step 1: Click on 'Admin Configurations' from the admin profile.

Step 2: Click on 'Master Settings' and select 'Sub Forms'.

Step 3: Click on the 'Add' button.

Step 4: Enter the 'Sub Form Name' and 'Description' and click on the 'Add' button.

Jobs - Admin View

Yashika — Mon, 17 Oct 2022 10:42:18 +0000

The job module in Toolyt helps companies to streamline and track their customer issue resolution process. Here are some examples of the possible use cases with the Job module.

Queries: The user might have a specific query about the customer or service requested by the customer.

Issues: The customer might be having a problem that needs to be fixed. For example, a...

Form Masters - Toolyt's Form Masters let you manage fields and relationships in multiple forms.

Yashika — Mon, 01 Aug 2022 03:57:58 +0000

Toolyt's Form Masters let you manage fields and relationships in multiple forms. The values updated in the master field element by the admin will be shown in other field elements added to any form.

Master is nothing but a set of values or data.

Ex: Suppose you enter a pin code, the other details such as Region, District, State and Country would...

Aadhaar Masking - Manager View - Now make your customer data secure.

Yashika — Fri, 26 Aug 2022 06:26:33 +0000

Aadhaar is a very important piece of document for any citizen of India, hence it is very important to make sure the data captured are secure, and any user of the organization has zero access to the data.

Here we are going to discuss how Aadhaar masking functionality works in a form, and what all data can the manager see.

Note: In...

Document Master - Admin

Yashika — Thu, 01 Sep 2022 10:22:34 +0000

Document collection is a very important part of BFSI. Different departments would have to review the document attached in different forms to ensure compliance. The document master helps to reduce time and human errors.

Documents can be collected using the form module as well as the document module.

Document Module

Terminology explained

CATEGORY: KYC documents in BFSI would be completely different from...

How can I integrate an external tool to Toolyt - Integration

Nizamudheen V — Tue, 22 Dec 2020 08:58:08 +0000

You can use our APIs to integrate an external tool with Toolyt. Check API Documentation for more details.

How to retrieve API Key?

Navigate to Admin Config

Check Add-ons

Click on 'API Key' to generate a new key

Contact support@toolyt.com for more details.

How to add a form?

Yashika — Mon, 28 Nov 2022 03:42:36 +0000

Web:

Step 1: Click on the 'forms' icon from the toolbar on the left side of the screen.

Step 2: Click on 'Add forms' in the top-right corner.

Step 3: Click on the required forms and fill out the form with the necessary details.

Step 4: After clicking on 'Save', a new form is added.

Mobile:

Step 1: Click the 'menu' icon on the...

Location is showing wrong in the map - Android & iOS

Nizamudheen V — Tue, 22 Dec 2020 08:39:16 +0000

If you are getting the wrong location in map, while you login, please do the following and try again

Close Toolyt app

Make sure GPS is enabled

Open Google maps and make sure your location is coming correct in Google Maps

Now, open Toolyt again

If the...