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Category:
OpenCRM Modules;;OpenCRM::Activities
OpenCRM Modules;;OpenCRM::Calendar
OpenCRM Modules;;OpenCRM::Campaigns
OpenCRM Modules;;OpenCRM::Companies
OpenCRM Modules;;OpenCRM::Documents
OpenCRM Modules;;OpenCRM::Emails
OpenCRM Modules;;OpenCRM::Events
OpenCRM Modules;;OpenCRM::Helpdesk
OpenCRM Modules;;OpenCRM::Helpdesk::FAQ
OpenCRM Modules;;OpenCRM::Home
OpenCRM Modules;;OpenCRM::Interface-Display
OpenCRM Modules;;OpenCRM::Invoice
OpenCRM Modules;;OpenCRM::Leads
OpenCRM Modules;;OpenCRM::Opportunities
OpenCRM Modules;;OpenCRM::Orders::Purchase Orders
OpenCRM Modules;;OpenCRM::Orders::Sales Orders
OpenCRM Modules;;OpenCRM::Personnel
OpenCRM Modules;;OpenCRM::Portal
OpenCRM Modules;;OpenCRM::Products
OpenCRM Modules;;OpenCRM::Projects
Configuration And Display;;OpenCRM::Settings
Configuration And Display;;OpenCRM::Settings::Additional
Configuration And Display;;OpenCRM::Settings::Custom Fields
Configuration And Display;;OpenCRM::Settings::Google Sync
Configuration And Display;;OpenCRM::Settings::Templates
Configuration And Display;;OpenCRM::Settings::Users
General Web And PC;;Hosted::Portal
General Web And PC;;Hosted::Services
General Web And PC;;Hosted::Services::Backups
General Web And PC;;Hosted::Services::Email
Tools And Add-ins;;3CX::
Tools And Add-ins;;OpenCRM::Add-in::Outlook
Tools And Add-ins;;OpenCRM::Add-in::Web Form
Tools And Add-ins;;OpenCRM::Data Import-Export
Tools And Add-ins;;OpenCRM::Phone Integration
Tools And Add-ins;;OpenCRM::Reports
Tools And Add-ins;;OpenCRM::SMS
Tools And Add-ins;;OpenCRM::Sage Integration
Tools And Add-ins;;SageLink for OpenCRM::
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OpenCRM::Settings
How can I remove duplicate entries from Leads, Companies or Contacts within OpenCRM and how does this work?
How do I import data into the various modules in OpenCRM?
How do I deal with security and user permissions in OpenCRM?
How do I get the Opportunity Probability to automatically update when I change the Opportunity Stage, and how do I customise the percent Values ?
After implementing SageLink for OpenCRM with multi currency, after saving a record I am unable to change the Default Currency field?
How do I set up and use Product Grouping?
I need to find the User ID - How do I find this ?
I am new to OpenCRM is what should I do first?
How do I stop OpenCRM users from being able to delete records? Can I change other permissions for groups of my users, such as Create/Edit, Allow, View etc.. ?
How do I send an SMS to a contact or lead in OpenCRM?
How do I send a bulk SMS ?
How do I set and update my company information?
Can I see how big my database is and the attachments stored on the server?
How can I track spend variances / variations on the accounts / companies I deal with? What is the `Current Spend` field for?
How do automated support ticket escalation, SLA times and notifications in OpenCRM work?
How does HelpDesk billing work, and how do I configure this on my OpenCRM system?
How do I change the Sender Name on SMS messages that are sent from OpenCRM?
How do I get credit alerts when when my SMS account is getting low?
How do I authorise a user and their email address to be able to send an SMS message?
Tips on setting up SKYPE to work with the OpenCRM on screen dial feature
I want Users to only see their own records - does this need individual Groups or Teams?
Does OpenCRM have an audit log / audit trail / activity log and what options are available with it?
How can I show all opportunities linked to a contacts company, under that contacts linked Opportunities tab? I am seeing opportunities linked to a contact that are not linked to that contact! Why?
Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?
Is there a useful document which is a guide for admin users of OpenCRM?
I need to make sure that Activities and other entries in OpenCRM are set to my timezone, how do I do this?
What should I do if I have forgotten my password and need to unlock my account?
Can I carry my custom fields across when converting entities?
How do I use the sidebar? Can I customise the sidebar elements on my screen? How do I globally turn off modules? Can I choose which modules users can see in the sidebar? How do I hide a module? Can I change the colour of the sidebar?
How do I set up OpenCRM to assign records by Round Robin?
How do I set a field as mandatory?
How can I add and manage links in my OpenCRM system on the sidebar?
What kind of security can I put around users logging in? Is there a way to force a password policy for my users passwords in OpenCRM? Can I set session time outs? I want to limit where system users can log in from (IP banning/blocking), how can I do this?
Should I delete records or not?
Can I customise PDFs which are produced in OpenCRM?
How can I change the values in a picklist? Can I add new activity types to the activity type drop-down?
How can I rearrange the elements on my Dashboard? How can I display reports I've created on my Dashboard or that of another User? Home Page components - single or two column, which is best?
How do Targets work in OpenCRM? How can I set up Targets for the Users in my Organisation?
A tab count shows a " * " and no value, A tab count shows " ~ ". Large tab counts seem a bit inaccurate. How does tab count caching work? Why does opening a record with a large number of linked items take a long time? Why can I only see 1000 records in linked grids?
How does stock management work in OpenCRM?
Using Screen Design and Default Organisation Field access to change field order and hide fields
How can I create an Associated Picklist that will auto populate another field?
How can I control the style of the product rows and sub total rows using the PDF templates? How can I control the style of the linked record rows in PDF templates? Styling the Activity Grid on a Project PDF. Styling the Invoice Grid on a Company PDF.
How do I change the layout of my fields using Layouts?
What are Action Plans in OpenCRM? and what are Conditional Action Plans?
How do I log into the different language (French and German) editions of OpenCRM?
I accidentally deleted something. How do I recover deleted items? Is there a Recycle bin?
How do I configure the sync of Contacts and Calendar between OpenCRM and my Google account (Google sync)? Do you support Google Tasks?
How do I use multi-currency / currency fields in PDF Templates?
What are Tags and how do I use them?
Advanced PDF Features to enable conditional data output
How do I configure the Map feature in OpenCRM using Geonames?
Report templates and Export to PDF options
How do I enable Product Grid Line Numbering? How can I re-order product rows? How do I delete the first product row?
What options are available for syncing Emails, Contacts and Calendar items between OpenCRM and other applications?
Configuring Helpdesk to work with multiple Support email addresses.
How do I set up my financial year and accounting periods? Can I use a 4-4-5 accounting period or variant?
How do I manually adjust the next Invoice number - or - any other automatic sequential number in OpenCRM?
When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
What are Email Plans in OpenCRM? and what are Conditional Email Plans? and Polled Email Plans? Can I include PDFs in my Email Plans? How can I automate emails to run on Events or Campaigns?
Can I automatically update the Company type value based on an Opportunity status? For example - set the company type to customer when an opportunity is won?
Can I customise the names of PDF documents and associated emails?
How can I map fields between modules to set fields on creation?
How can I set up Workflow?
I am not based in the UK, what settings do I need to change?
OpenCRM Campaign Master Integration
How do I set-up my ClicData Integration?
How can I view some vital system statistics at a glance (key metrics)?
How can I calculate shipping / courier costs in OpenCRM?
How do I set up Auto Email and SMS rules?
How do I use the Data Retention tools in OpenCRM? (GDPR)
How do I use the Right to be Forgotten (Right to Erasure) tools in OpenCRM? (GDPR)
How to write data retention rules to ensure attachments are removed from records?
How to set Billing Email Address as default for Sales Orders?
Using the OpenCRM - Zapier Integration. How does the Zapier Integration work? Do you have a Zapier connector? How can I connect my third party system with OpenCRM?
How does the OpenCRM backup work? How often is my data backed up?
How to configure Rules to determine automatic private flag on emails
How do notifications work in OpenCRM?
Rest API Field Reference
Do you integrate with Microsoft 365? Can I sync my Microsoft Contacts, Calendars, and Tasks? Office 365 Sync
What is DKIM? Configuring OpenCRM to send emails using DKIM
Adding merge fields to notifications
Trigger Webhook URL from Workflow - send record data to third party API
OpenCRM Password Expiry Policy
