OpenCRM::Activities
OpenCRM::Add-in::Custom Module/code
OpenCRM::Add-in::File Uploader
OpenCRM::Add-in::Outlook
OpenCRM::Add-in::Pop2OpenCRM
OpenCRM::Add-in::SOAP
OpenCRM::Add-in::SageLink
OpenCRM::Add-in::Web Form
OpenCRM::Calendar- Can I show more information, such as records that are due, from other modules and records, such as Quotes, Sales Orders, Leads, Opportunities and Invoices on the Calendar? How can I set which Additional Calendar Grids my Users can turn on?
- 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 can I make the most of my To Do List (Activities)? and how can I best use the "Complete" button?
- An Overview of functions and tools within the Activities module
- Sync Contacts and Calendars between OpenCRM and third party applications. Considerations when syncing between Google and OpenCRM. Considerations when syncing between M365 and OpenCRM.
- How can I stop my calendar returning to today when I change what is displayed (between Day, 5 Day, Week and Month)?
- How to use the Outlook Add-in with OpenCRM. How to sync Contacts, Calender entries and Emails between Outlook and OpenCRM using the Outlook Add-in.
- What options are available for syncing Emails, Contacts and Calendar items between OpenCRM and other applications?
- How can I use the Calendar? How do I use the Calendar page to navigate the system?
OpenCRM::Campaigns
OpenCRM::Companies- How can I send a bulk email to multiple contacts or leads or companies simultaneously?
- How can I remove duplicate entries from Leads, Companies or Contacts within OpenCRM and how does this work?
- How does credit control of Companies, Sales Orders and Invoices work in OpenCRM?
- How do I import data into the various modules in OpenCRM?
- How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM? How do I control which Products will be added to a Mail Merge Document from the product grid?
- After implementing SageLink for OpenCRM with multi currency, after saving a record I am unable to change the Default Currency field?
- How do I use PriceBooks and what are they for?
- I negotiate bespoke prices for my products with each company/customer? How can I easily quote the same products at the same prices without having to re-enter all the information?
- Can OpenCRM check for duplicates when I create a new record?
- How can I track spend variances / variations on the accounts / companies I deal with? What is the `Current Spend` field for?
- How do I update records in OpenCRM in bulk via a data import? How can I export data?
- How can I reassign a group of records?
- Can I track previous jobs that a Contact has had?
- How can I show all opportunities linked to a contacts company, under that contacts linked Opportunities tab? I am seeing opportunities linked to a contact that are not linked to that contact! Why?
- If I raise an invoice in a different currency in OpenCRM, how does Sage Link transfer that in to Sage?
- How can I make the most of my To Do List (Activities)? and how can I best use the "Complete" button?
- Can OpenCRM help me track bounce back e-mails?
- How do I create a Main Contact on a Company record? How can I copy details from a Main Contact record to the related Company record?
- How do I set up OpenCRM to assign records by Round Robin?
- What is the best method of searching OpenCRM?
- How can I get a list of Contacts based on information that is held on the Primary Company?
- How to set a relationship between a Company and a Contact
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- I need to bulk update a set of records in OpenCRM, how do I do this?
- How can I change the fields visible on the Basic and Advanced Search screens?
- How does the Mapping tool work in OpenCRM? I want to see the locations of my Leads, Companies and Contacts on a Map, how do I do this?
- How can I add or link a Contact to a Company?
- Managing your Social Media connections on the Leads, Contacts and Companies modules
- Help, I can't find any records - the Recent Items view is not showing any data anymore!
- How can I add Warnings to records in OpenCRM?
- How can I select multiple contacts or companies while keeping the popup window open
- How do the Next Action fields work? What about the Last Action field? When is it updated? How can I configure which action types update this field? How can I manually update all last action values?
- How are the balance fields on the Company records in OpenCRM calculated?
- How can I generate Company Statement PDFs?
- Can I automatically update the Company type value based on an Opportunity status? For example - set the company type to customer when an opportunity is won?
- What are Custom Views and how can I set these up?
- How can I manage prices, VAT rates and multiple currencies in OpenCRM? How do I change the exchange rates for the different currencies? How can I set up multi-currency on my system?
- What is activity scoring, and how do I use it?
- How can I link a Document or an Activity or to multiple Contacts?
- Am I able to search for records located by Postcode within a specific radius?
- I want to include a second line for the address of a Lead, Contact, or Company?
- Stock Fund Feature - How do I give companies a stock fund which can be used to fulfill Sales Orders / Invoices? How do I give companies a credit fund which can be used to fulfill Sales Orders / Invoices?
- How to create a Stock Fund PDF Template
- Using the Print Screen function
- Using the Authorised Contact function
- How can I print address labels from data stored in OpenCRM
OpenCRM::Contacts- How can I send a bulk email to multiple contacts or leads or companies simultaneously?
- How can I remove duplicate entries from Leads, Companies or Contacts within OpenCRM and how does this work?
- How do I import data into the various modules in OpenCRM?
- How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM? How do I control which Products will be added to a Mail Merge Document from the product grid?
- How can I do a one-way sync of my OpenCRM contacts to Outlook? Alternative Outlook add-in contact synchronisation component.
- How do I send an SMS to a contact or lead in OpenCRM?
- Can OpenCRM check for duplicates when I create a new record?
- How do I update records in OpenCRM in bulk via a data import? How can I export data?
- How can I reassign a group of records?
- Can I turn on a second Custom Contact module or Custom Project module to cater for additional 'types' of these entities?
- Can I track previous jobs that a Contact has had?
- How can I show all opportunities linked to a contacts company, under that contacts linked Opportunities tab? I am seeing opportunities linked to a contact that are not linked to that contact! Why?
- How can I make the most of my To Do List (Activities)? and how can I best use the "Complete" button?
- Can OpenCRM help me track bounce back e-mails?
- How do I create a Main Contact on a Company record? How can I copy details from a Main Contact record to the related Company record?
- How do I set up OpenCRM to assign records by Round Robin?
- Sync Contacts and Calendars between OpenCRM and third party applications. Considerations when syncing between Google and OpenCRM. Considerations when syncing between M365 and OpenCRM.
- How can I get a list of Contacts based on information that is held on the Primary Company?
- How to set a relationship between a Company and a Contact
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- Adding Phone Extensions
- I need to bulk update a set of records in OpenCRM, how do I do this?
- How can I change the fields visible on the Basic and Advanced Search screens?
- How does the Mapping tool work in OpenCRM? I want to see the locations of my Leads, Companies and Contacts on a Map, how do I do this?
- How can I add or link a Contact to a Company?
- How to use the Outlook Add-in with OpenCRM. How to sync Contacts, Calender entries and Emails between Outlook and OpenCRM using the Outlook Add-in.
- Emailing a primary, secondary or assistant email address from a Contact
- Managing your Social Media connections on the Leads, Contacts and Companies modules
- Help, I can't find any records - the Recent Items view is not showing any data anymore!
- Can I use Activity fields as filters on a View I am setting up for Contacts?
- How can I add Warnings to records in OpenCRM?
- How can I select multiple contacts or companies while keeping the popup window open
- How do the Next Action fields work? What about the Last Action field? When is it updated? How can I configure which action types update this field? How can I manually update all last action values?
- Outlook add-in user configuration options
- How can I categorise and manage Staff Members, Attendees and other Prospects on Events?
- What are Custom Views and how can I set these up?
- Can I add multiple Contacts to an Event at once?
- "Sync To Outlook" - what does this field do?
- What is activity scoring, and how do I use it?
- How can I send emails to Contacts from the Activities module?
- How can I link a Document or an Activity or to multiple Contacts?
- Am I able to search for records located by Postcode within a specific radius?
- Can I be notified when someone uploads a Document to the Portal?
- I want to include a second line for the address of a Lead, Contact, or Company?
- Using the Print Screen function
- Using the Authorised Contact function
- How to use the Add Note feature
- How do I manage marketing subscription lists? (GDPR)
- How can I print address labels from data stored in OpenCRM
- Rest API Field Reference
OpenCRM::Contracts
OpenCRM::Dashboards
OpenCRM::Data Import-Export
OpenCRM::Documents
OpenCRM::Editor
OpenCRM::Emails
OpenCRM::Events
OpenCRM::Helpdesk
OpenCRM::Helpdesk::FAQ
OpenCRM::Home
OpenCRM::Interface-Display
OpenCRM::Invoice- How does credit control of Companies, Sales Orders and Invoices work in OpenCRM?
- How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM? How do I control which Products will be added to a Mail Merge Document from the product grid?
- There are boxes on Quotes, Sales Orders and Invoices that allow me to enter a Description or Terms, can these contain standard text?
- After implementing SageLink for OpenCRM with multi currency, after saving a record I am unable to change the Default Currency field?
- How does OpenCRM calculate VAT compared to Sage?
- How do I use PriceBooks and what are they for?
- I negotiate bespoke prices for my products with each company/customer? How can I easily quote the same products at the same prices without having to re-enter all the information?
- How do I add my logo so that it appears in the top right of my system and also appears on PDF's that are produced in OpenCRM?
- How can I reset an Invoice in OpenCRM so that SageLink will recognise that it needs posting?
- What is the minimum quantity allowed when adding a product to one of the grids in OpenCRM (Quote, Sales Order, Invoice, Purchase Order) and how can this be changed?
- What is the best way to manage Write Off's in Sage Accounts 50 when using SageLink for OpenCRM?
- Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?
- Must I have sequential numbering within OpenCRM numbering and what should I do when I need to cancel an invoice?
- How do I add product rows to a Sales Order, Quote, Invoice or Purchase Order Rich Text Document (RTF)?
- If I raise an invoice in a different currency in OpenCRM, how does Sage Link transfer that in to Sage?
- I have a Sales Order that I want to generate an Invoice for at a regular period (a recurring invoice) ?
- Can I have product descriptions in multiple languages? How can I get the different languages to show on Quotes, Sales Orders and Invoices?
- Can I carry my custom fields across when converting entities?
- Can I customise PDFs which are produced in OpenCRM?
- How do Targets work in OpenCRM? How can I set up Targets for the Users in my Organisation?
- How does stock management work in OpenCRM?
- How can I control the style of the product rows and sub total rows using the PDF templates? How can I control the style of the linked record rows in PDF templates? Styling the Activity Grid on a Project PDF. Styling the Invoice Grid on a Company PDF.
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- How can I import Invoices / Sales Orders / Quotes?
- How does Product Kitting work? How can I sell products as part of a bundle?
- Custom PDF troubleshooting. Dealing with some of the more common questions about Custom PDF templates.
- I need to bulk update a set of records in OpenCRM, how do I do this?
- How can I change the fields visible on the Basic and Advanced Search screens?
- How do I use multi-currency / currency fields in PDF Templates?
- How can I add standard or custom product fields, images or additional columns onto the product grids on PDFs?
- How can I add Warnings to records in OpenCRM?
- How do I enable Product Grid Line Numbering? How can I re-order product rows? How do I delete the first product row?
- How can I set up auto creation of Invoices or Sales Orders from recurring Sales Orders?
- How can I generate Company Statement PDFs?
- How do I manually adjust the next Invoice number - or - any other automatic sequential number in OpenCRM?
- When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
- How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- How can I change the orientation of PDF templates from Portrait to Landscape?
- What are Custom Views and how can I set these up?
- How can I manage prices, VAT rates and multiple currencies in OpenCRM? How do I change the exchange rates for the different currencies? How can I set up multi-currency on my system?
- How can I select the email address to send a sales PDF for a Quote, Sales Order, Purchase Order or Invoice to a contact with multiple email addresses?
- Can I add cover pages / supplementary pages to PDFs?
- Do you have a detailed explanation of the functions of the Sage Uploader?
- How can I raise a Credit Invoice in OpenCRM?
- Enforcing minimum margin percentage on quotes, sales orders or invoices. See also maximum discount
- How can I make a payment on an Invoice?
- Update financial records with current company address on Save?
- Can I send an email without a PDF from an Invoice, Sales Order, Purchase Order, or Quote?
- How to set up and use Advanced Commissions in OpenCRM
- Choosing from multiple Suppliers when adding Products to Quotes/ Sales Orders/ Invoices
- I want to include a second line for the address of a Lead, Contact, or Company?
- Stock Fund Feature - How do I give companies a stock fund which can be used to fulfill Sales Orders / Invoices? How do I give companies a credit fund which can be used to fulfill Sales Orders / Invoices?
- How to use the Xero integration with OpenCRM
- Xero Tax Rates / Types
- Using the Print Screen function
- How can I display Product Groups instead of individual Products on a PDF? How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- Using Markup, Margin and Discount in the Product Grids
- How can I raise a single Invoice from multiple Sales Orders?
- How can I create an Invoice for part of a Sales Order? How to use Partial Invoicing?
- Sage 50 integration
- How to create a "Pay Now" link in OpenCRM to request payment of OpenCRM invoices
OpenCRM::Leads
OpenCRM::LiveChat Integration
OpenCRM::Mobile App
OpenCRM::Opportunities
OpenCRM::Orders::Purchase Orders- How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM? How do I control which Products will be added to a Mail Merge Document from the product grid?
- There are boxes on Quotes, Sales Orders and Invoices that allow me to enter a Description or Terms, can these contain standard text?
- How do I use PriceBooks and what are they for?
- How do I add my logo so that it appears in the top right of my system and also appears on PDF's that are produced in OpenCRM?
- What is the minimum quantity allowed when adding a product to one of the grids in OpenCRM (Quote, Sales Order, Invoice, Purchase Order) and how can this be changed?
- How do I add product rows to a Sales Order, Quote, Invoice or Purchase Order Rich Text Document (RTF)?
- Can I have product descriptions in multiple languages? How can I get the different languages to show on Quotes, Sales Orders and Invoices?
- Can I customise PDFs which are produced in OpenCRM?
- How can I control the style of the product rows and sub total rows using the PDF templates? How can I control the style of the linked record rows in PDF templates? Styling the Activity Grid on a Project PDF. Styling the Invoice Grid on a Company PDF.
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- Custom PDF troubleshooting. Dealing with some of the more common questions about Custom PDF templates.
- I need to bulk update a set of records in OpenCRM, how do I do this?
- How can I change the fields visible on the Basic and Advanced Search screens?
- How do I use multi-currency / currency fields in PDF Templates?
- How can I add standard or custom product fields, images or additional columns onto the product grids on PDFs?
- How do I enable Product Grid Line Numbering? How can I re-order product rows? How do I delete the first product row?
- When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
- How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- How can I change the orientation of PDF templates from Portrait to Landscape?
- What are Custom Views and how can I set these up?
- How can I manage prices, VAT rates and multiple currencies in OpenCRM? How do I change the exchange rates for the different currencies? How can I set up multi-currency on my system?
- How can I select the email address to send a sales PDF for a Quote, Sales Order, Purchase Order or Invoice to a contact with multiple email addresses?
- Can I add cover pages / supplementary pages to PDFs?
- How can I make sure my images remain clear and not blurry in my PDF Templates?
- Update financial records with current company address on Save?
- Can I send an email without a PDF from an Invoice, Sales Order, Purchase Order, or Quote?
- I want to include a second line for the address of a Lead, Contact, or Company?
- Using the Print Screen function
- Do you have an overview of the Purchase Orders module?
- Sage 50 integration
OpenCRM::Orders::Sales Orders- How does credit control of Companies, Sales Orders and Invoices work in OpenCRM?
- How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM? How do I control which Products will be added to a Mail Merge Document from the product grid?
- There are boxes on Quotes, Sales Orders and Invoices that allow me to enter a Description or Terms, can these contain standard text?
- How does OpenCRM calculate VAT compared to Sage?
- How do I use PriceBooks and what are they for?
- I negotiate bespoke prices for my products with each company/customer? How can I easily quote the same products at the same prices without having to re-enter all the information?
- Why does OpenCRM have an order total that is different in pricing from my website or other computer system?
- How do I add my logo so that it appears in the top right of my system and also appears on PDF's that are produced in OpenCRM?
- What is the minimum quantity allowed when adding a product to one of the grids in OpenCRM (Quote, Sales Order, Invoice, Purchase Order) and how can this be changed?
- Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?
- How do I add product rows to a Sales Order, Quote, Invoice or Purchase Order Rich Text Document (RTF)?
- If I raise an invoice in a different currency in OpenCRM, how does Sage Link transfer that in to Sage?
- I have a Sales Order that I want to generate an Invoice for at a regular period (a recurring invoice) ?
- Can I have product descriptions in multiple languages? How can I get the different languages to show on Quotes, Sales Orders and Invoices?
- Can I carry my custom fields across when converting entities?
- How can I let users know an Invoice is already linked to a Sales Order to prevent them raising another one? Can I warn users when a Sales Order has already been created from a Quote?
- Can I customise PDFs which are produced in OpenCRM?
- How does stock management work in OpenCRM?
- How can I control the style of the product rows and sub total rows using the PDF templates? How can I control the style of the linked record rows in PDF templates? Styling the Activity Grid on a Project PDF. Styling the Invoice Grid on a Company PDF.
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- How does Product Kitting work? How can I sell products as part of a bundle?
- Custom PDF troubleshooting. Dealing with some of the more common questions about Custom PDF templates.
- Updating a linked Opportunity Sales Stage when a Sales Order is Approved / Signed
- I need to bulk update a set of records in OpenCRM, how do I do this?
- How can I change the fields visible on the Basic and Advanced Search screens?
- How do I use multi-currency / currency fields in PDF Templates?
- Can I see what I have despatched for an order, and what still needs to be despatched?
- How can I add standard or custom product fields, images or additional columns onto the product grids on PDFs?
- Can I import directly to the Product grids on a Sales Order, Quote, Invoice, or Opportunity instead of selecting them all individually?
- How can I add Warnings to records in OpenCRM?
- How do I enable Product Grid Line Numbering? How can I re-order product rows? How do I delete the first product row?
- How can I set up auto creation of Invoices or Sales Orders from recurring Sales Orders?
- When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
- How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- How can I change the orientation of PDF templates from Portrait to Landscape?
- What are Custom Views and how can I set these up?
- How can I manage prices, VAT rates and multiple currencies in OpenCRM? How do I change the exchange rates for the different currencies? How can I set up multi-currency on my system?
- How can I select the email address to send a sales PDF for a Quote, Sales Order, Purchase Order or Invoice to a contact with multiple email addresses?
- Can I add cover pages / supplementary pages to PDFs?
- Enforcing minimum margin percentage on quotes, sales orders or invoices. See also maximum discount
- How can I make sure my images remain clear and not blurry in my PDF Templates?
- Update financial records with current company address on Save?
- How do I use the Contract Term field in Margin Calculation?
- Can I send an email without a PDF from an Invoice, Sales Order, Purchase Order, or Quote?
- How can I calculate shipping / courier costs in OpenCRM?
- Using the Closed Date field on a Sales Order
- How to set up and use Advanced Commissions in OpenCRM
- Choosing from multiple Suppliers when adding Products to Quotes/ Sales Orders/ Invoices
- I want to include a second line for the address of a Lead, Contact, or Company?
- Stock Fund Feature - How do I give companies a stock fund which can be used to fulfill Sales Orders / Invoices? How do I give companies a credit fund which can be used to fulfill Sales Orders / Invoices?
- Using the Print Screen function
- Importing to Sales Orders - additional Duplicate Checking
- How can I use eSign to digitally sign Quotes or Sales Orders? Can people include their signature? How does the eSign facility on the Customer Portal work? How secure is eSign in OpenCRM is it Legal?
- How can I display Product Groups instead of individual Products on a PDF? How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- Using Markup, Margin and Discount in the Product Grids
- How can I raise a single Invoice from multiple Sales Orders?
- How to set Billing Email Address as default for Sales Orders?
- Sage 50 integration
- How can I iFrame my e-sign portal within my (WordPress) website and still pass in the Sales Order number?
OpenCRM::Personnel
OpenCRM::Phone Integration
OpenCRM::Portal
OpenCRM::Products
OpenCRM::Products::Stock Items
OpenCRM::Projects
OpenCRM::Property
OpenCRM::Quotes- How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM? How do I control which Products will be added to a Mail Merge Document from the product grid?
- There are boxes on Quotes, Sales Orders and Invoices that allow me to enter a Description or Terms, can these contain standard text?
- How does OpenCRM calculate VAT compared to Sage?
- How do I set up and use Product Grouping?
- How do I use PriceBooks and what are they for?
- I negotiate bespoke prices for my products with each company/customer? How can I easily quote the same products at the same prices without having to re-enter all the information?
- How do I add my logo so that it appears in the top right of my system and also appears on PDF's that are produced in OpenCRM?
- How can I add Product specific files or attachments to Quotes and Sales Orders? How can I use Product Data Sheets on Quotes and Sales Orders?
- What is the minimum quantity allowed when adding a product to one of the grids in OpenCRM (Quote, Sales Order, Invoice, Purchase Order) and how can this be changed?
- Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?
- How do I add product rows to a Sales Order, Quote, Invoice or Purchase Order Rich Text Document (RTF)?
- Can I have product descriptions in multiple languages? How can I get the different languages to show on Quotes, Sales Orders and Invoices?
- Can I carry my custom fields across when converting entities?
- Can I customise PDFs which are produced in OpenCRM?
- How does stock management work in OpenCRM?
- How can I control the style of the product rows and sub total rows using the PDF templates? How can I control the style of the linked record rows in PDF templates? Styling the Activity Grid on a Project PDF. Styling the Invoice Grid on a Company PDF.
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- How does Product Kitting work? How can I sell products as part of a bundle?
- Custom PDF troubleshooting. Dealing with some of the more common questions about Custom PDF templates.
- I need to bulk update a set of records in OpenCRM, how do I do this?
- How can I change the fields visible on the Basic and Advanced Search screens?
- How do I use multi-currency / currency fields in PDF Templates?
- How can I add standard or custom product fields, images or additional columns onto the product grids on PDFs?
- How can I add Warnings to records in OpenCRM?
- How do I enable Product Grid Line Numbering? How can I re-order product rows? How do I delete the first product row?
- When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
- How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- How can I change the orientation of PDF templates from Portrait to Landscape?
- What are Custom Views and how can I set these up?
- How can I manage prices, VAT rates and multiple currencies in OpenCRM? How do I change the exchange rates for the different currencies? How can I set up multi-currency on my system?
- How can I select the email address to send a sales PDF for a Quote, Sales Order, Purchase Order or Invoice to a contact with multiple email addresses?
- Can I add cover pages / supplementary pages to PDFs?
- Enforcing minimum margin percentage on quotes, sales orders or invoices. See also maximum discount
- How can I make sure my images remain clear and not blurry in my PDF Templates?
- Update financial records with current company address on Save?
- How do I use the Contract Term field in Margin Calculation?
- Can I send an email without a PDF from an Invoice, Sales Order, Purchase Order, or Quote?
- How can I calculate shipping / courier costs in OpenCRM?
- How to set up and use Advanced Commissions in OpenCRM
- Choosing from multiple Suppliers when adding Products to Quotes/ Sales Orders/ Invoices
- I want to include a second line for the address of a Lead, Contact, or Company?
- Using the Print Screen function
- How can I display Product Groups instead of individual Products on a PDF? How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- Using Markup, Margin and Discount in the Product Grids
- How to Update the Opportunity value from a Quote's Total, Sub-Total or Margin?
OpenCRM::Reports
OpenCRM::SMS
OpenCRM::Sage Integration
OpenCRM::Settings- How can an activity be created for multiple users?
- How can text be copied into an OpenCRM editor from an existing document?
- How can I remove duplicate entries from Leads, Companies or Contacts within OpenCRM and how does this work?
- How does credit control of Companies, Sales Orders and Invoices work in OpenCRM?
- How do I import data into the various modules in OpenCRM?
- How do I deal with security and user permissions in OpenCRM?
- How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM? How do I control which Products will be added to a Mail Merge Document from the product grid?
- How do I get the Opportunity Probability to automatically update when I change the Opportunity Stage, and how do I customise the percent Values ?
- Can I show more information, such as records that are due, from other modules and records, such as Quotes, Sales Orders, Leads, Opportunities and Invoices on the Calendar? How can I set which Additional Calendar Grids my Users can turn on?
- How do I find the ID of an Email Template?
- After implementing SageLink for OpenCRM with multi currency, after saving a record I am unable to change the Default Currency field?
- How do I set up and use Product Grouping?
- I need to find the User ID - How do I find this ?
- I am new to OpenCRM is what should I do first?
- How do I stop OpenCRM users from being able to delete records? Can I change other permissions for groups of my users, such as Create/Edit, Allow, View etc.. ?
- How do I send an SMS to a contact or lead in OpenCRM?
- How do I create a new Folder to add Email and SMS templates?
- How do I send a bulk SMS ?
- 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?
- When I send a bulk email I want to be able to suppress the CRMID's from showing at the foot of the email, how can I do this?
- How do I set and update my company information?
- I would like to add an image to an Email, how do I do this?
- Can I see how big my database is and the attachments stored on the server?
- How can I track spend variances / variations on the accounts / companies I deal with? What is the `Current Spend` field for?
- How do automated support ticket escalation, SLA times and notifications in OpenCRM work?
- How does HelpDesk billing work, and how do I configure this on my OpenCRM system?
- How do I add a new User to OpenCRM? How do I amend an existing Users details?
- How do I change the Sender Name on SMS messages that are sent from OpenCRM?
- How do I get credit alerts when when my SMS account is getting low?
- How do I authorise a user and their email address to be able to send an SMS message?
- Tips on setting up SKYPE to work with the OpenCRM on screen dial feature
- 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 add Product specific files or attachments to Quotes and Sales Orders? How can I use Product Data Sheets on Quotes and Sales Orders?
- Does OpenCRM have an audit log / audit trail / activity log and what options are available with it?
- How can I make a record private? How can I stop system administrators and data administrators seeing private records?
- How can I show all opportunities linked to a contacts company, under that contacts linked Opportunities tab? I am seeing opportunities linked to a contact that are not linked to that contact! Why?
- How do I see when a user is logging in and out, and where from?
- What are context sensitive fields and how do I set them up?
- Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?
- Is there a useful document which is a guide for admin users of OpenCRM?
- I need to make sure that Activities and other entries in OpenCRM are set to my timezone, how do I do this?
- How do I set up conditions for use with custom fields? How can I add conditions to standard fields?
- 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?
- Can OpenCRM help me track bounce back e-mails?
- Can I carry my custom fields across when converting entities?
- 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 set up OpenCRM to assign records by Round Robin?
- How do I link Users to Personnel records in OpenCRM
- Sync Contacts and Calendars between OpenCRM and third party applications. Considerations when syncing between Google and OpenCRM. Considerations when syncing between M365 and OpenCRM.
- What methods can I use to sync Google Calendar and Contacts with Outlook?
- How do I set a field as mandatory?
- How can I add and manage links in my OpenCRM system on the sidebar?
- 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?
- Should I delete records or not?
- How can I let users know an Invoice is already linked to a Sales Order to prevent them raising another one? Can I warn users when a Sales Order has already been created from a Quote?
- Can I customise PDFs which are produced in OpenCRM?
- How can I set up Commissions for Users within OpenCRM?
- How can i set up rules for according Bonuses to Users within OpenCRM?
- How can I change the values in a picklist? Can I add new activity types to the activity type drop-down?
- How do I create fields (custom fields) in OpenCRM?
- How can I rearrange the elements on my Dashboard? How can I display reports I've created on my Dashboard or that of another User? Home Page components - single or two column, which is best?
- How do Targets work in OpenCRM? How can I set up Targets for the Users in my Organisation?
- Is there a way to create a Calendar item in OpenCRM from an email?
- A tab count shows a " * " and no value, A tab count shows " ~ ". Large tab counts seem a bit inaccurate. How does tab count caching work? Why does opening a record with a large number of linked items take a long time? Why can I only see 1000 records in linked grids?
- How does stock management work in OpenCRM?
- Using Screen Design and Default Organisation Field access to change field order and hide fields
- How can I create an Associated Picklist that will auto populate another field?
- Can I override or set the page margins on a custom PDF within OpenCRM?
- I did an update to my sync software in Outlook and I now have duplicates, what can I do?
- How can I make Opportunities visible to linked Contact record owners as well as linked Company assigned to Users?
- How can I create an email signature in OpenCRM?
- How can I control the style of the product rows and sub total rows using the PDF templates? How can I control the style of the linked record rows in PDF templates? Styling the Activity Grid on a Project PDF. Styling the Invoice Grid on a Company PDF.
- How do I change the layout of my fields using Layouts?
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- Custom PDF troubleshooting. Dealing with some of the more common questions about Custom PDF templates.
- Adding Phone Extensions
- Updating a linked Opportunity Sales Stage when a Sales Order is Approved / Signed
- How do I log into the different language (French and German) editions of OpenCRM?
- I accidentally deleted something. How do I recover deleted items? Is there a Recycle bin?
- 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?
- How do I use multi-currency / currency fields in PDF Templates?
- Can I see what I have despatched for an order, and what still needs to be despatched?
- What are Tags and how do I use them?
- Advanced PDF Features to enable conditional data output
- How do I configure the Map feature in OpenCRM using Geonames?
- Transferring HTML email templates with images, into OpenCRM
- How can I create custom Calculated / Calculation / Formula Fields?
- Report templates and Export to PDF options
- Tips and Tricks for Email Templates
- When using GSyncIT I get duplicates after I make changes to the settings, why?
- How do I enable Product Grid Line Numbering? How can I re-order product rows? How do I delete the first product row?
- What options are available for syncing Emails, Contacts and Calendar items between OpenCRM and other applications?
- Configuring Helpdesk to work with multiple Support email addresses.
- How do I set up my financial year and accounting periods? Can I use a 4-4-5 accounting period or variant?
- How do I manually adjust the next Invoice number - or - any other automatic sequential number in OpenCRM?
- When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
- What are Profiles, and how can I use them?
- What are Email Plans in OpenCRM? and what are Conditional Email Plans? and Polled Email Plans? Can I include PDFs in my Email Plans? How can I automate emails to run on Events or Campaigns?
- How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
- Can I automatically update the Company type value based on an Opportunity status? For example - set the company type to customer when an opportunity is won?
- How can I continue to be able to access records I want to assign to a different user?
- How can I create Email Templates in OpenCRM?
- How can I select the email address to send a sales PDF for a Quote, Sales Order, Purchase Order or Invoice to a contact with multiple email addresses?
- Can I add cover pages / supplementary pages to PDFs?
- Can I customise the names of PDF documents and associated emails?
- How do I report on the Audit Log?
- How Do I Prevent a User (Or Group Of Users) Deleting Records?
- How can I map fields between modules to set fields on creation?
- What is activity scoring, and how do I use it?
- How can I set up Workflow?
- I am not based in the UK, what settings do I need to change?
- Phone integration with OpenCRM - Click to Dial and Inbound Calls
- OpenCRM Campaign Master Integration
- How can I add information to an email if a field is not blank (IFFIELD)?
- How do I set-up my ClicData Integration?
- How to give full ownership rights of the record to more than one User on Contacts and Companies?
- How can I view some vital system statistics at a glance (key metrics)?
- How can I calculate shipping / courier costs in OpenCRM?
- How do I build a marketing email template in OpenCRM? A basic and advanced guide
- Can I store encrypted data in my system? Using the password or encrypted custom field types.
- How to create a Stock Fund PDF Template
- Chrome Extensions in general : Grammarly and CK Editor specifically
- 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 set up Auto Email and SMS rules?
- How do I use the Data Retention tools in OpenCRM? (GDPR)
- How do I use the Right to be Forgotten (Right to Erasure) tools in OpenCRM? (GDPR)
- How to write data retention rules to ensure attachments are removed from records?
- How to set Billing Email Address as default for Sales Orders?
- Using the OpenCRM - Zapier Integration. How does the Zapier Integration work? Do you have a Zapier connector? How can I connect my third party system with OpenCRM?
- How does the OpenCRM backup work? How often is my data backed up?
- How do I use Multi-Factor Authentication in OpenCRM? What is MFA? Do you have 2 factor authentication? What is 2FA?
- How to configure Rules to determine automatic private flag on emails
- How do notifications work in OpenCRM?
- Rest API Field Reference
- Do you integrate with Microsoft 365? Can I sync my Microsoft Contacts, Calendars, and Tasks? Office 365 Sync
- Setting up the Xero Integration. Configure OpenCRM - Xero Integration
- Advanced Zapier Settings: Delay, Filter and Path
- Assigning a Task in Microsoft Planner to the same person who creates it - can we automate setting the assigned user in Planner?
- Do you have any example email templates I can use?
- What is DKIM? Configuring OpenCRM to send emails using DKIM
- Can I report on User log-ins?
- Webhooks - push data to third party systems
- Webhooks - push data to OpenCRM
- How to create a "Pay Now" link in OpenCRM to request payment of OpenCRM invoices
OpenCRM::Settings::API
OpenCRM::Settings::Additional- How does credit control of Companies, Sales Orders and Invoices work in OpenCRM?
- Can I show more information, such as records that are due, from other modules and records, such as Quotes, Sales Orders, Leads, Opportunities and Invoices on the Calendar? How can I set which Additional Calendar Grids my Users can turn on?
- How do I send an SMS to a contact or lead in OpenCRM?
- How do automated support ticket escalation, SLA times and notifications in OpenCRM work?
- How can I add Product specific files or attachments to Quotes and Sales Orders? How can I use Product Data Sheets on Quotes and Sales Orders?
- Does OpenCRM have an audit log / audit trail / activity log and what options are available with it?
- How can I show all opportunities linked to a contacts company, under that contacts linked Opportunities tab? I am seeing opportunities linked to a contact that are not linked to that contact! Why?
- Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?
- Can OpenCRM help me track bounce back e-mails?
- How do I set a field as mandatory?
- How can I let users know an Invoice is already linked to a Sales Order to prevent them raising another one? Can I warn users when a Sales Order has already been created from a Quote?
- Can I customise PDFs which are produced in OpenCRM?
- How can I set up Commissions for Users within OpenCRM?
- How can i set up rules for according Bonuses to Users within OpenCRM?
- How can I change the values in a picklist? Can I add new activity types to the activity type drop-down?
- How can I make Opportunities visible to linked Contact record owners as well as linked Company assigned to Users?
- What are Action Plans in OpenCRM? and what are Conditional Action Plans?
- Adding Phone Extensions
- Updating a linked Opportunity Sales Stage when a Sales Order is Approved / Signed
- Can I see what I have despatched for an order, and what still needs to be despatched?
- How do I set up my financial year and accounting periods? Can I use a 4-4-5 accounting period or variant?
- When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
- Can I automatically update the Company type value based on an Opportunity status? For example - set the company type to customer when an opportunity is won?
- How can I select the email address to send a sales PDF for a Quote, Sales Order, Purchase Order or Invoice to a contact with multiple email addresses?
- How do I report on the Audit Log?
- What is activity scoring, and how do I use it?
- Phone integration with OpenCRM - Click to Dial and Inbound Calls
- How do I set up Auto Email and SMS rules?
- How to set Billing Email Address as default for Sales Orders?
OpenCRM::Settings::Custom Fields
OpenCRM::Settings::Google Sync
OpenCRM::Settings::Integration
OpenCRM::Settings::Microsoft Sync
OpenCRM::Settings::Templates
OpenCRM::Settings::Users
OpenCRM::Xero Integration
3CX::
Hosted::Portal
Hosted::Services
Hosted::Services::Backups
Hosted::Services::Domain
Hosted::Services::Email
Hosted::Services::Website
Internal Procedure::
JotForm
SageLink for OpenCRM::
Spamboozle::
Windows::
Windows::Excel
Windows::Outlook
Xero
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