Sales Organization Hierarchy
General In the CRM-service system, you must set up a hierarchy of the sales organization structures. The system users are...
-
-
Project Settings
General It is possible to determine versatile permissions and restrictions to project functions in Profiles’ settings and Additional settings. With these settings,... -
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.... -
Mail Scanner
General The Mail Scanner function can create HelpDesk support tickets to CRM from the emails received by a certain email... -
Password Reset Settings
General The password reset settings allow users to change their password using the Forgot your password function. If this function... -
Information Security – IP Permissions
Managing IP Permissions You can manage IP permissions in Settings → IP Permissions. If there aren’t any permissions (denied or allowed IP addresses)... -
Entity Field Change Log
General When enabled, the entity field change log allows the system to show the changes made in the entity card’s... -
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... -
Workflows
General Workflows can be used to automatize several actions in modules. Workflows are triggered by changes made in the target... -
Currencies
General You can create, edit and delete currencies used in offers, sales orders and invoices in Settings → Currencies. The Currencies...