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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…
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…
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….
Content Management in Email Contact Portal
…landing pages to go with the emails. Email templates Email templates make building new emails easier, as you can have the company’s logos and marketing layout and colors ready in…
– 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. —…
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 Contact Portal Admin Settings
…and see their history of unsubscriptions. It is also possible to manually update the subscription states. Settings In settings the admin can control the layout of the Contact Portal and…
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.)…
Massmailing from Email Contact Portal (ECP)
…top left corner of the HTML tab. In the HTML view you can set different layouts and coloring to personalize the email. It is also possible to add tags into…
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….
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….