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17.6.1 Create new module
STEP 1: Module informationThe explanation of t ... by typing the name for the new module. STEP 2: Blocks and fieldsSome ...ields) allow you to fill in the module with the necessary content (Ple ... relationship fields with other modules via the icon. In field creati...
17.6.1 Create new module
STEP 1: Module informationThe explanation of t ... by typing the name for the new module. STEP 2: Blocks and fieldsSo ...ields) allow you to fill in the module with the necessary content. Her ... relationship fields with other modules via the icon. The relations...
17.7.3 Modules Manager and Layout Editor
The Modules Manager allows for the activat ...ion and deactivation of all modules within the CRM, both standard ...ling, disabling and creation of modules in the CRM. In the list of modules, the green flag means that the ... module is active as a general CRM sett...
Module Selection and Record Search
... open, users can select the CRM module to which the email should be li ...entify the appropriate record. Module Selection Users can freely sel ...ect the destination CRM module from those available according ... Tickets etc… Custom modules configured in the CRM Mod...
19 Customise module numbering
Courses module
Advanced Telemarketing Module
7 Module GDPR
19 Customise module numbering
15.8 Employees Module
The Employees module allows you to register your emp ...is automatically generated. The module can be managed like all the oth ... cannot be modified through the module. Changes can only be made throu ...eflect within the Collaborators module. A collaborator profile can be ...
3. Modules
17.6.2 Other functions on modules
...rt Uninstall the module: it will no longer be usable an ...nge the settings related to the module, repeating the previous steps. ...nction is only available if the module has not been previously uninsta ... Export the XML format module (stored in RAR files) ...
2.5 Modules structure
...o relations between the various modules, based on the process logic. E ...ach module offers the following access vie ... of data (files) present in the module. Possible actions from this ... To define the active view on modules (see Filter chapter). ...
2.5 Modules structure
...o relations between the various modules, based on the process logic. E ...ach module offers the following access vie ... of data (files) present in the module. Possible actions from this ... To define the active view on modules (see Filter chapter). ...
17.6.2 Other functions on modules
...rt Uninstall the module: it will no longer be usable an ...nge the settings related to the module, repeating the previous steps. ...nction is only available if the module has not been previously uninsta ... Export the XML format module (stored in RAR files) ...
15.11 Cases Module
The Cases module is designed to manage reports, ...nd functionalities of the CASES module, which specifically handles int ... of Involved Subcases (or Other Modules) Processes and Automations ...is Integration with Other CRM Modules A well-structured CASES modu...
17.7.2 Modules Manager and Layout Editor
The Modules Manager allows for the activat ...ion and deactivation of all modules within the CRM, both standard ...ling, disabling and creation of modules in the CRM. In the list of modules, the green flag means that the ... module is active as a general CRM sett...
2.4 Search in module
To find a term in a specific module, press the icon search. The ...search (available in all record modules, not available from the Home module). From the advanced research ...can: select any field of the module specify several search conditi...