Entity’s Owner
General In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The...
System Settings
How to manage platform settings
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Module Entity Numbering
General The entities in CRM modules are numbered automatically in the order they are created. Each module has their own... -
Quick view function
General The goal is to quickly see information about any relation, such as Customers, Contacts, Invoices, without having to open... -
Formatted Text Area
General Formatted Text Area is designed to give the user more freedom to format the text in the Description fields.... -
Controlling CRM Search Results via Settings
General It is possible to limit the search results in the system settings. Suppose you do not want data from...
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