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User Guide

Mass editing

Introduction With mass editing, you can edit multiple fields simultaneously. The mass edit option is located in the chosen CRM modules’ top right corner. By default, all the modules in CRM are mass editable. The following field types are editable with mass editing: Checklists Checkboxes Date fields The mass editing tool will only show the […]

Admin Guide

Quick view function

General The goal is to quickly see information about any relation, such as Customers, Contacts, Invoices, without having to open them. A magnifying glass with a + sign opens a window with the selected fields. Fields that are visible in the quick view, for example, Account are set in the module Accounts and are always […]

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