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Account hierarchy visualization
General Account hierarchy can be used to structure complex organizations and hierarchy visualization will show these parent-child relationships, so it is easy to see how accounts relate to each other. This functionality can be used to show parent company and its subsidiaries, but also as an office map for companies which operate in multiple locations. […]
Configuring GDPR Tools
Introduction The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how the personal data of EU citizens must be handled. The regulation highlighted for example the person’s right to ask a company to send them all the information they have on them or to delete their […]
Consolidated Invoicing Module Tool
Consolidated Invoicing Module Tool With Consolidated Invoicing module tool, you can combine sales orders or quotes of the same account into one invoice from the account card. It is also possible to use parameters to determine default values for the new invoice (e.g. subject). The tool, like all the module tools, can be created in Settings […]
Document Templates: Certificate Templates
Creating Certificate Templates Introduction You can send certificates by email to all the contacts that have attended a certain invitation event directly from the invitation event. The certificate is always event-specific and the information about the event, like the event name, time and place, must be written manually on the certificate template. The information about […]
Merge Entity module tool
General This tool is used to merge the information of duplicate entities, including relations. You can do this with entities that are located either in Accounts or Contact modules. The tool must be activated by the admin user. This tool allows users to easily merge duplicate entities by selecting a target entity and then selecting […]
Module tool’s special parameters
General The functionality of the module tools is fundamentally similar between the old Legacy CRM service interface and the new V2 interface, and therefore many tools are suitable for use as such in both versions. Conditions: Module tool visible only in the current/new interface If you want the module tool to be visible only in […]
Module Tools
Module Tools This guide concerns the module tools in general and the settings for showing and running them. For more information about defining the parameters and possible other settings for the tools, see the guide Module Tool Parameters and Settings. With module tools it is possible to create tools for entity cards (= information view of […]
Setting Up the Module Tool for Sending Individual Emails
Introduction The module tool CRM2 Send email enables sending email templates in the new interface to individual contacts. You can also include a document template and/or static files from the Files module to be sent as attachments to the email. The tool can be activated for the Contacts module and any module that has a […]
Tags in Emails Sent by Module Tools
Tags in Emails Sent by Module Tools Tags are used, foe example, in email templates and in certain module tools that send emails. This guide is about the tags in module tools. You can learn how to use the tags with other tools in other guides by clicking the links above. There are multiple module […]
Webhooks
How to build webhooks in CRM-service The main tool in CRM-service to build webhooks is a module tool called “Run HTTP Request” (see picture below). This tool can be activated in any module, and when clicked, it will trigger the wanted HTTPS request. Run HTTP Request module tool Module tools are built by going to […]