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
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