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Completing Contact Information When Creating an Activity
Completing contact information when creating an activity With this functionality the user can update missing information while booking a meeting or making any other activity in the CRM. An admin is able to determine which fields of a contact card need to be completed if an activity is created for the contact. When an user is […]
CSV Import
General CSV data importing is supported in many modules in the CRM system. The Import button is located in the toolbar at the top of the page of every module. The visibility of the tool is determined in user profiles, where an admin user can set users’ rights for the tool (for more information, see the guide System […]
Dynamic field formulas
General 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 another module to the entity or count values for rows. It’s also possible to have a certain information field to show on […]
Dynamic Fields
Introduction With dynamic fields, you can set fields visible or hidden under certain conditions. Every field is visible by default, but with dynamic fields you can determine situations, in which some fields will not be visible at all – or on the contrary, in which the fields will be visible and even mandatory. The dynamicity conditions […]
Editing and Dividing the More Information Tab
Editing and Dividing the More Information Tab Introduction Every entity in every module in the CRM has a More Information tab. By default, this tab shows information about other modules’ entities that are linked to the particular entity: for instance the More Information tab of an account could show all the invoices (and contacts, activities, etc.) […]
Entity’s Owner
Entity Owner Settings In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The owner can either be an individual user or a group. Every entity’s assignee settings can be edited in the module’s settings by clicking the Settings button in the right module and then selecting the […]
Examples of Dynamic Field Formulas
General This page contains examples of the most commonly used Dynamic field formulas. The formulas might not be suitable for every situation as they are written here, but they serve as models to write the dynamic field formulas. The formula instructions are color-coded to illustrate which parts of the formula are most likely to change […]
Field name variants Legacy vs REST/CRM2
Some field names are different when using them in integrations, module tool parameters, or on dynamic field formulas. How to use both field name variants so the formula is running on front and on background cases: {if $account_type}{assign var=”type” value=$account_type}{else}{assign var=”type” value=$accounttype}{/if} …continue the formula be referering to type instead of accounttype or account_type Note: […]
Field Translations
Translating the Fields of the Modules The default language in the CRM system is English and therefore some of the fields in the modules may show in English when not translated individually. You can do and improve the translations to different languages in Settings → Translate Fields. The picture below shows the field translations of the Accounts […]
Formatted Text Area
General Formatted Text Area is designed to give the user more freedom to format the text in the Description fields. You can activate this option from the Layout Editor, where these settings are located at the bottom of the page. Start How to use Formatted Text Area After activation you can format the text in […]
Layout Editor
Layout Editor Introduction The layout of each module can be fully customised in a way that best works for you. The module’s entity cards, meaning e.g. a single account’s information on the Accounts module, consist of blocks and fields in them. You can edit edit, add, hide and remove the fields, and additionally, change their grouping and order in […]
Picklist Editor
Picklist Editor Picklists can be created in the layout editor of the module. You can add, edit and remove the values in this picklist in the picklist editor by clicking the edit button on the picklist’s row (see the picture below). Another way to get to the picklist editor is through settings (Settings → Picklist Editor), but this option does not show the […]
Related Lists
Related Lists Introduction The More Information tabs in each module have permanent default views, which show information related to the entity. Even though these views are handy, they might not always show the right things from the right perspective: a permanent view could e.g. show all the activities of the contact, but the need might be […]