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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,…
Document Templates: Certificate Templates
…picklist at the top of the view. Select the right text document in the Template field (for further information about the creation, see Managing and Creating Document Templates). It is…
Managing and Creating Document Templates
Creating Document Templates You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document Templates. In the settings…
Document Templates – Convert ODF / OOXML to PDF
…templates, see Managing and creating Document templates. Creating the conversion tool The conversion tool is created in Document Templates settings in Settings → Document Templates. In the main view, a…
Configuring GDPR Tools
…contact card in CRM. For more information about creating document templates, see Managing and Creating Document Templates, and for information about writing tags, see Document Templates – Using Tags in…
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…users by the system. Email Templates Creating and editing email templates used all around the system. Document Templates Creating and editing document templates used in modules. — Document Templates –…
The SOAP Interface
The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service….
Setting Up the Module Tool for Sending Individual Emails
…the final block Attachments, you can include a document template and/or files as attachments to the email template (see the picture below): Document template – The document template is to…
CRM-service Active Directory Integration
CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on…
CSV Import
…mappings that have passed validation. The log and mapping files can be found under the corresponding folders under the Csv2Crm folder in the user’s Documents folder. Checking the Settings Before…
Help & Glossary
…visualize offers according to their stages in the sales funnel. Sales order = Module where documents can be created to confirm the sale of products or services, containing the wanted…
CRM-service CIWS Library for SOAP
…class Program { static void Main(string[] args) { CrmSettings.SearchManager.SetBuffer(int.MaxValue); //code } } } All available methods All available methods can be found from CRM Integration Webservice documentation page: https://yourCrmSite/CrmIntegrationWebservice/service.php?class=documentation…
General Terms
…imported to the Service. File denotes documents of any kind (images, spreadsheets, text files, etc.) that are uploaded to the Service by the Client, and are usually associated with a…
Service Security Overview
…information, constantly monitoring and improving our application, systems and processes to meet the growing demands and challenges of security. This document outlines some of the mechanisms and processes we have…
E-Signing
E-Signing E-Signing is a separately activated feature, which allows the entire signing process from document management to signing and storing of signed documents to be handled within CRM. No separate…
2023-01-12 January Release Notes
…(additional settings panel) Mail Scanner now supports Microsoft OAuth 2.0 authentication Old template support removed on document template settings; Invitation event: Nametag Template 54x90mm A4, Namesign Template, Nametag Template HERMA…
2023-10-05 October Release Notes
…easier to read, added “Amount” value to the potential list that opens when the user clicks the chart. E-sign E-sign supports signing groups. E-sign has a new document settings tab,…
2024-01-04 January Release Notes
…all activities in the current month instead of limiting it to 500. The issue where the existing document template resulted in an error when the user wanted to change the…
Integrating Web Services
…their up-to-date documentation, see the following guides: The SOAP Interface The REST Interface CIWS Libraries There are CIWS libraries for using SOAP and REST interfaces. The libraries are published under…
Tags in Emails Sent by Module Tools
…tools there are specific fields for the email recipient, subject and body text: Email document template (Generic), Notify User (Generic) and Mail reminder (Invoice). Tag can be used in fields…
2022-03-10, March Release Notes
…in the Activities module Fixes in credit notes’ totals if discount is used Fixes in activities’ guide texts Fixes in module tools that send document templates by email Fixes in…
2022-10-06, October Release Notes
…content; a new function for several automations and data maintenance procedures Downloaded document templates now show diaresis correctly Type fields in Organizations and Relations are no longer forced to be…
Files – How to activate it to your CRM usage
…is necessary to find under that invoice entity in CRM. Customer-signed documentations are under that customer. Therefore the related list is needed to build to all those modules the module…
2022-12-01, December Release Notes
…the new interface; date fields can now be emptied with formulas Fixes with ‘CRM2 Only’ interface setting Modules have been deprecated; Invitation Events, Plans, Targets, Dashboards and Documents can no…
2023-08-03 August Release Notes
…fields correctly on different mobile devices. Fixed an error where document templates gave an error if there was a group user without a first name attached to it as a…
2023-12-07 December Release Notes
…been added to the billing company information to add a logo that can be used for billing. To prevent overlapping information, document template tags can be used to specify more…