Setting up the Discussion Tool
General The discussion field is available in all the modules and it is an easy way to make the internal...
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Activating Languages in the System
General It is possible to use the CRM system in several different languages. You can activate or deactivate languages by... -
Consolidated Invoicing Module Tool
General With Consolidated Invoicing module tool, you can combine sales orders or quotes of the same account into one invoice... -
How to Add Charts to the Entity
General Charts are a useful reporting tool which can be used to represent data in visual form. By using the CRM2... -
Set Email Sending Addresses and Authentication Methods
General We have created a video to explain visually how the process works. If you are interested, watch the video... -
Setting up Mass Invoicing
General Mass Invoicing is an action that can be used to create similar invoices at once for a selected group,... -
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 Entity Numbering
General The entities in CRM modules are numbered automatically in the order they are created. Each module has their own... -
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... -
Module Tools
General This guide concerns the module tools in general and the settings for showing and running them. For more information...