Products
General The products module represents everything billable. These can be products with stock, products with unlimited stock, and even things like...
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Price Books
General With the price books, you can define customer-specific prices for certain products. This way the prices of the products added... -
Report Generator
General The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the... -
Sales Orders
General In the Sales Orders, you can create new Sales Orders or create invoice templates for Mass Invoicing. Here are the explanations for... -
Managing and Creating Document Templates
General You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document... -
Entity’s Owner
General In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The... -
Module Manager
General You can select the modules that are visible and active in the system (interface) in Settings → Module Manager. By default the... -
Module Tools
General This guide concerns the module tools in general and the settings for showing and running them. For more information... -
Layout Editor
General The layout of each module can be fully customised in a way that best works for you. The module’s... -
Maintaining the Menu Structure
General The main body of the system is built around the top menu. The menu is used to navigate around...