Webhook module tool General The main tool in CRM-service to build webhooks is a module tool called “Run HTTP Request”. This tool can...
Merge Entity module tool General This tool is used to merge the information of duplicate entities, including relations. You can do this with entities that...
Configuring GDPR Tools General The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how...
Credit Invoice -How to Build the Process General Invoices sometimes need credit invoice pairs to even out the income expectations. To users, this is simply one button...
Consolidated Invoicing Module Tool General With Consolidated Invoicing module tool, you can combine sales orders or quotes of the same account into one invoice...