Process Diagram
General With a process diagram, it is possible to show the values of the field more visually. The process diagram...
Data Tools
Data and document management
-
-
Recycle Bin and Deleted Entities
General Entities can be deleted from the CRM system in several ways, after which the deleted entities are moved to... -
Custom Row-Level Fields
General The system has four modules that contain row-level data. These modules are Sales Orders, Purchase Orders, Quotes and Invoice.... -
Managing and Creating Document Templates
General You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document... -
Document Templates – Convert ODF / OOXML to PDF
General An admin user can create a conversion tool in the Document Templates that converts ODF/OOXML files to PDF when you...
Need Support?CONTACT SUPPORT