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User Guide

Mass editing

Introduction With mass editing, you can edit multiple fields simultaneously. The mass edit option is found 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 In addition, with admin credentials (main users), the […]

Admin Guide

Quick view function

General The goal is to see quick info about any relation like Accounts, Contacts, Invoices without clicking them open. The magnification glass with + sign opens the window with selected fields. Fields that are visual when quick viewing example Account is set up in the Accounts module and are always used in all modules. If […]

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