FAQ
Frequently asked questions
- Change your password
- Mass action button functions
- How to create goals?
- Debtor marking in the system
- Different Organizations in the System
- Automated actions in the Leads module
- How to create sales opportunity or invoice with only the quantities of the goods?
- How to create positions for contact persons?
- How to create a task for several contacts at once?
- How to generate goods receive?
- How to enable system reminders about the warehouse critical balance?
- How to change the company logo?
- Visible and required module fields settings
- E-signature
- What to do if the system is not displaying data?
- How to create repetitive tasks?
- Email signature. How to create one?
- How to edit invoice that has been sent to a client?
- How to create related tasks?
- Discount amount in sales