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

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
  • Tax Calculations

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

    General The main body of the system is built around the top menu. The menu is used to navigate around...
  • Controlling CRM Search Results via Settings

    General It is possible to limit the search results in the system settings. Suppose you do not want data from...
  • Edit User Profile

    General CRM users can edit their own data through the profile view. Users can edit their profile picture and contact...
  • Stock Tracking Settings

    General Products can be stock tracked, but it requires a few settings from the admin users. To make the tracking...
« Previous Page
© Copyright CRM-service Oy
  • Back to Top
  • CRM-service Home Page
  • Contact Us
  • Privacy Policy