”Layout”

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Admin Guide

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…

Admin Guide

Dynamic Fields

Layout Editor, if you want to define which fields are Dynamic Condition Fields, or Dynamic fields, if you want to define conditions for already existing Dynamic Condition Fields. In the…

Admin Guide

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….

Admin Guide

– CONTENTS –

…process. Data Import CSV Import Importing data to the CRM with CSV files. Module Settings Layout Editor Adjusting the layout and managing the fields and blocks on each module. —…

Admin Guide

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…

Admin Guide

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…

Admin Guide

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.)…

User Guide

Events

…it can not be used to send notifications. It is recommended that an admin would hide this field in the layout editor of the Calendar module if it is visible….

User Guide

Tasks

…it can not be used to send notifications. It is recommended that an admin would hide this field in the layout editor of the Calendar module if it is visible….

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