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  • Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted

    30-06-2025 6:00 PM
    If you are experiencing this problem make sure that you/other staff members belong to the department in which this ticket is assigned. Only the staff members that belong to the ticket department will rece...

  • Add Custom Field for Company

    30-06-2025 6:01 PM
    From Version 1.2.7 the custom fields for company are moved in Setup->Custom Fields together with the all fields. Custom fields is feature in CRM that allows you to add field based on your needs. With this ability CRM can fit easily for y...

  • Staff Permissions Explained

    30-06-2025 6:02 PM
    Invoices View (Global) – All invoices. View (Own) ̵...

  • Email/SMTP Configuration

    30-06-2025 6:08 PM
    You will need to configure SMTP settings for CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from CRM for all emails that will be sent. In order to configure the sen...