General Informations

  • Hot Keys

    myCRM supports various hot keys for the most important features to speed the working workflow with the CRM. The following hotkeys are only available for the admin area...
  • Staff members not receiving email when new ticket is created

    If you are experiencing this problem make sure that your/other staff members belongs to the department which this ticket is assigned. Only the staff member that belongs to the department where the ticket is created receive ema...
  • Server Requirements

    PHP 5.4+ – Recommended php version 7.0 MYSQL 5.1+ mod_rewrite Apache iconv Extension MBString Extension GD Extension IMAP Extension MYSQLi Extension ...
  • How totals are calculated

    How myCRM calculates invoice totals: 1. Each item is taxable or not. myCRM calculates taxes (if any) on each line item. myCRM does not officially support discounts per item (see special notes...
  • Contacts Permissions Explained

    The contact permission are connected with the clients features and takes effect inside the admin area actions. Eq. If the contact dont have permission invoices wont be able to see/access invoices when this contact is logged in inside the c...
  • Staff Permissions Explained

    Invoices View (Global) – All invoices. View (Own) – Only invoices created by staff member. Create – Create invoices Edit – All (if have permission View Global ) and o...
  • Importing Data

    Currently you can import leads and customers into the CRM via .CSV file. The process for this feature is the same for leads and customer only the fields are different. Ex. importing data from .csv file for customer. Go to C...