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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::Users
How can an activity be created for multiple users?
How do I deal with security and user permissions in OpenCRM?
How can I customise my Calendar? Can I change the default view on my Calendar? Is there a way to colour code the calendar display, so that Activities show up in different colours for different users?
How do I add a new User to OpenCRM? How do I amend an existing Users details?
I want Users to only see their own records - does this need individual Groups or Teams?
How do I stop a User from logging into our system? For example if someone has left a Company? What happens if I delete a user?
How can I make a record private? How can I stop system administrators and data administrators seeing private records?
How do I see when a user is logging in and out, and where from?
I need to make sure that Activities and other entries in OpenCRM are set to my timezone, how do I do this?
Can I change the default Landing Page after I login from Calendar to another module? Can I change my home page from the Calendar to something else?
What should I do if I have forgotten my password and need to unlock my account?
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 link Users to Personnel records in OpenCRM
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?
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 User Assignment rules work?
What are Profiles, and how can I use them?
How can I continue to be able to access records I want to assign to a different user?
How Do I Prevent a User (Or Group Of Users) Deleting Records?
How to give full ownership rights of the record to more than one User on Contacts and Companies?
OpenCRM User Licences. How do I increase / decrease the number of user licences? How can I see how many user licences I have?
How do I use Multi-Factor Authentication in OpenCRM? What is MFA? Do you have 2 factor authentication? What is 2FA?
How do notifications work in OpenCRM?
Can I report on User log-ins?