Skip to content
Resources
  • English
    • Suomi (Finnish)
    • Svenska (Swedish)
  1. Home
  2. products

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
  • Products

    General The products module represents everything billable. These can be products with stock, products with unlimited stock, and even things like...
  • Product Select Popup Customization

    General The categories and fields shown in the product select popup can be determined in the settings. The fixed categories of...
  • Tax Calculations

    General You can manage tax calculations for offers, sales orders and invoices by clicking Settings → Tax Calculations. The taxes saved in the...
  • Stock Tracking Settings

    General Products can be stock tracked, but it requires a few settings from the admin users. To make the tracking...
  • Stock Tracking

    General It is possible to keep track of the quantity of your products by setting them stock tracked. When stock...
  • Dynamic Field Formulas for Price Books

    General To work, price books require dynamic field formulas that the admin user must set. Row List Price field: {$product_id|get_pricebook_price:$account_id}...
© Copyright CRM-service Oy
  • Back to Top
  • CRM-service Home Page
  • Contact Us
  • Privacy Policy