Webhook module tool
General The main tool in CRM-service to build webhooks is a module tool called “Run HTTP Request”. This tool can...
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Merge Entity module tool
General This tool is used to merge the information of duplicate entities, including relations. You can do this with entities that... -
Configuring GDPR Tools
General The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how... -
Credit Invoice -How to Build the Process
General Invoices sometimes need credit invoice pairs to even out the income expectations. To users, this is simply one button... -
Consolidated Invoicing Module Tool
General With Consolidated Invoicing module tool, you can combine sales orders or quotes of the same account into one invoice... -
Module Tool Parameters and Settings
General This guide is about defining module tools’ parameters and other possible tool-specific settings. For more information about the module... -
Setting Up the Module Tool for Sending Individual Emails
General The module tool CRM2 Send email enables sending email templates in the new interface to individual contacts. You can also include... -
Module Tools
General This guide concerns the module tools in general and the settings for showing and running them. For more information...