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Admin Guide

Document Templates – Using Tags in ODF/OOXML Templates

Template Management For example the Word (.docx, .rtf) and Excel (.xlsx) files and PDF and Open Document format files can be used as document templates for quotes, sales orders, invoices, support tickets, campaigns and invitation events. The templates can be prefilled with images and text. In addition, you can use different tags in the document to […]

Admin Guide

Dynamic Field Formulas

Dynamic Field Formulas Introduction With Dynamic Field Formulas, you can for example count values, create conditional clauses, edit fields’ information, etc. within a single CRM-service entity. With Dynamic Fields Formulas you can also seek information from an another module to the entity or count values for rows. It’s also possible to have a certain information field to show at the […]

Admin Guide

Examples of Dynamic Field Formulas

Examples of Dynamic Field Formulas On this page, there is a small collection of examples of some commonly used dynamic field formulas. The formulas might not be fit for every need as they are, but they show you the way of how the similar formulas can be written. The formulas in this guide are written […]

Admin Guide

Module Tools

Module Tools This guide concerns the module tools in general and the settings for showing and running them. For more information about defining the parameters and possible other settings for the tools, see the guide Module Tool Parameters and Settings. With module tools it is possible to create tools for entity cards (= information view of […]

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