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What’s new?

Check out the information about the latest update of CRM-service
Release Notes

Popular Articles

  • Survey Themes
  • Surveys – Basic Guide
  • Survey Editor
  • Targets
  • Setting Up a New Survey

Tips

Need help with the terms or other tips? Check our basic guide.
Help & Glossary
  • Custom Row-Level Fields

    General The system has four modules that contain row-level data. These modules are Sales Orders, Purchase Orders, Quotes and Invoice....
  • Layout Editor

    General The layout of each module can be fully customised in a way that best works for you. The module’s...
  • Picklist Editor

    General Picklists are used in various modules as fields whose values are chosen from predefined options. A picklist is a...
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