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Layout Editor
Layout Editor Introduction The layout of each module can be fully customised in a way that best works for you. The module’s entity cards, meaning e.g. a single account’s information…
Configuring the CRM2 layout
…goes through everything that can be defined with the CRM2 appearance and how to modify the appearance of the module. CRM2 layout You can edit the appearance by clicking…
Entity field change log
…settings. Next, select the CRM2 Layout. You will now see all the currently available tabs and their layout in the settings menu. You can now either create a new tab…
Dynamic Fields
…Setting Fields Dynamic You can add, edit and delete dynamic fields in the module’s settings by clicking the Settings button while in the right module. Then select either Layout Editor,…
Picklist Editor
…or Layout Editor of the right module and then edit it if needed in the Picklist Editor. An existing picklist can be activated in the module in the Layout Editor….
2022-06-09, June Release Notes
…admin in each module’s layout editor. Each field that can be included in the search now has a magnifying glass icon shown on the field’s row in layout editor. Clicking…
Process diagram
…Quote module, from the -button we get to the layout editor. In the layout editor, click -button on the right side of the field, which opens the properties of the…
Files – How to activate it to your CRM usage
…to the V2 layout, the list to be usable for the users in the CRM. Read more about the V2 layout here: Configuring the CRM2 layout 1) 2) 3) …
Help & Glossary
…a regulation in EU law that covers data protection and privacy in the EU and EEA. Layout = How the fields and panes are arranged in the system. Lead =…
– CONTENTS –
…personal data. Module Settings Layout Editor Adjusting the layout and managing the fields and blocks on each module. — Entity’s Owner Determining the type of the Assigned To field. —…
Setting up the Discussion Tool
…entities on the Layout Editor of the module. Discussion behaves as any other field in the settings, although it is recommended to create an own block just for it. When…
Email templates: Creating emails
…Even though the instructions talk about printing, this means that the wanted template is saved to the computer as a PDF file. Depending on the layout of the template minimizing…
Managing Portal Users
…in the contact card. You can add the element in the legacy interface in the CRM2 Layout of the Contacts module (the Settings button in the Contacts module → CRM2…
Credit Invoice -How to build the process
…the invoice, convert it to the minus and add a relation to the parent invoice. We are using settings about layout editor, dynamic field formulas, dynamic field, and module tools….
Email Templates: Testing Links
…PDF file. Depending on the layout of the template minimizing tools or adjusting the layout might not be necessary. Testing PDF export with different settings will show in the preview…
Entity’s Owner
…or a group. Every entity’s assignee settings can be edited in the module’s settings by clicking the Settings button in the right module and then selecting the Layout Editor. After…
Document Templates – Convert ODF / OOXML to PDF
…CRM. Any file in a right format can be converted. The template can include the company logo and layout, as well as fixed text. For more information about creating document…
Module Manager
…can be used to get to the settings of the particular module. (You can go to the settings also through the module itself, see for example the guide Layout Editor.)…
2021-12-09, December Release Notes
…includes the emails that have been made with the CRM’s new email editor. The view can be activated in the Contact module’s CRM2 Layout settings. Added emails available for viewing…
Translation keys
Most often needed translation keys in CRM -layout These are specific translation keys used with Admin tool Global translations when the CRM-service system terminology is changed to fit the customer…
Quick view function
…must be activated for the magnifying glass to appear. Go to the module’s layout editor Click on the field settings panel for the field 3. Activate CRM2 show as quick…
2022-12-01, December Release Notes
…Row Fields settings Improvements in CRM2 layout; the setting for selecting how many fields are shown in a block by default is more intuitive and has more options Account and…
Formatted Text Area
General Formatted Text Area is designed to give the user more freedom to format the text in the Description fields. You can activate this option from the Layout Editor, where…
Setting up Mass Invoicing
…Order settings. Also in the Sales Order settings admin must do the following things: Open Layout Editor Select Hidden Fields from Sales Order Information Select both Mass invoicing target filter…
Mass Mailing Scheduling Settings
…module settings that are located in Module Manager. Quick Start Guide Open Layout Editor Open the settings of Scheduled At field Make sure that these are checked: Active and Show…
2024-01-04 January Release Notes
…text. Field visibility issue where fields hidden in the layout editor could become visible if the field had dynamic field visibility conditions. The front-page calendar widget is improved to show…
Search functions
…settings in the module manager layout editor by clicking on the magnifying glass next to the field’s settings (see picture below). In the example image above, the Campaign Status field…