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 system 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... -
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... -
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...
What’s new?Release Notes