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...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) ...

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...

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...

...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 vie ...r To define the active view on modules (see Filter chapter). Assigned...

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 Com ...ysis Integration with Other CRM Modules A well-structured CASES module...

...l, import, export 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 ...lled Export the XML format module (stored in RAR files) Delete th...

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...

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...

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...

To find a term in a specific module, press the icon search. The res ...search (available in all record modules, not available from the Home module). From the advanced research fu ...ou can: select any field of the module specify several search conditio...

The employee module allows you to register your int ...s generated automatically. The module can be managed like all the oth ...n” cannot be changed using this module but only from “User Preferences ...are replicated in the Employees module. The employee record can be co...

...e autonomous creation of entire modules integrated perfectly within th ...commercial (with product block) modules can be generated. Let's look a ...eation of a new, more advanced, module; in the example shown, we will ...create the Returns module. To start with the new module c...

...e autonomous creation of entire modules integrated perfectly within th ...commercial (with product block) modules can be generated. Let's look a ...eation of a new, more advanced, module; in the example shown, we will ...create the Returns module. To start with the new module c...

...e autonomous creation of entire modules integrated perfectly within th ...commercial (with product block) modules can be generated. Let's look a ...eation of a new, more advanced, module; in the example shown, we will ...create the Returns module. To start with the new module c...

... be tracked. To open the Talks module click the icon  on the right-ha ... self-respecting chat the talks module has a set of emoj available for ...Is possible to create or link a module to the current conversation ...u can perform searches in Talks module by means of the specific comman...

... be tracked. To open the Talks module click the icon  on the right-ha ... self-respecting chat the talks module has a set of emoj available for ...Is possible to create or link a module to the current conversation ...u can perform searches in Talks module by means of the specific comman...

...t be tracked. To open the Talks module click the icon  on the right-h ... self-respecting chat the talks module has a set of emoj available for ...Is possible to create or link a module to the current conversation   S ...u can perform searches in Talks module by means of the specific comman...

The central table defines which CRM modules TeamsPhone Plugin searches and ...ck Edit to reorder rows, remove modules, select a CRM module, choose its phone fields, or ad ...e row order also determines the module search order.