Announcements
General Announcements allow admin users to post various messages to the system, which are visible to users either in all...
System Settings
How to manage platform settings
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Layout Editor
General The layout of each module can be fully customised in a way that best works for you. The module’s... -
Configuring the CRM2 layout
General The appearance of CRM2 is defined through the Module Manager and changes made will affect the selected module. The... -
Picklist Editor
General Picklists are used in various modules as fields whose values are chosen from predefined options. A picklist is a... -
Maintaining the Menu Structure
General The main body of the system is built around the top menu. The menu is used to navigate around...
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