Public Surveys
General Public surveys work on the same principle as other CRM system surveys, but they allow publishing a survey link...
Data Tools
Data and document management
-
-
Configuring GDPR Tools
General The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how... -
Related Lists
General The More Information tabs in each module have permanent default views, which show information related to the entity. Even though... -
Entity Field Change Log
General When enabled, the entity field change log allows the system to show the changes made in the entity card’s... -
How to Add Charts to the Entity
General Charts are a useful reporting tool which can be used to represent data in visual form. By using the CRM2... -
Process Diagram
General With a process diagram, it is possible to show the values of the field more visually. The process diagram... -
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...
What’s new?Release Notes