Essentials
CRM and sales
Work and projects
Finance and documents
Items, inventory, and logistics
Service and assets
Reports and data
System administration
Hanna updates

Settings: Custom Fields

Creating Custom Fields and choosing field types
Custom Field visibility, requirements, and use

Categories

Data Security and Reliability
Settings: Custom Fields
Integrations
API and MCP
Staff, roles, and permissions
Settings: Miscellaneous
Settings: Charts
Settings: Tags
Settings: Scheduled automation
Settings: PDF
Settings: Calendar
Settings: Leads
Settings: Tickets
Settings: Documents
Settings: Tasks
Settings: Inventory
Settings: Finance
Settings: Email
Settings: Notifications
Settings: General settings

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