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...
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Module Manager
General You can select the modules that are visible and active in the system (interface) in Settings → Module Manager. By default the... -
Module Tools
General This guide concerns the module tools in general and the settings for showing and running them. For more information... -
Layout Editor
General The layout of each module can be fully customised in a way that best works for you. The module’s... -
Maintaining the Menu Structure
General The main body of the system is built around the top menu. The menu is used to navigate around...