Setup/Configurations

  • Create Staff Member

    To create new staff member/agent in your myCRM installation navigate to Setup->Staff and click on the button New Staff Member Not Staff Member  Firstname Lastname ...
  • Dropbox File Chooser

    Currently Dropbox file chooser is available on the following features: Tasks Invoices Estimates Proposals Leads Customer Files Contracts Project Files – Sup...
  • Goals Tracking

    Goals Tracking is feature in myCRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase...
  • Tax Rates

    Create new tax myCRM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.. You can add new tax rates by followig the steps below: Navigate to Setup->Fi...
  • Payment Modes

    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank ...
  • Timezone

    Navigate to Setup->Settings->Localization to setup your default system timezone. All dates will be saved in the database based on your timezone. ...
  • Roles

    Go to Setup -> Roles to add the required staff roles By default there will be 1 role employee. You only need to add permissions for this role. NOTES: Role perm...
  • Departments

    You can setup support departments by going to Setup-> Support -> Departments. NOTE: If you want to receive ticket emails you ...
  • Email Templates

    To setup email templates navigate to Setup -> Email templates and change the content according to your needs.You can setup general email signature i...
  • Email Templates

    To setup email templates navigate to Setup -> Email templates and change the content according to your needs.You can setup general email signature i...
  • Date Format and Language

    myCRM allows you to setup dateformat to fit for your country. The date format will be used all over the system including the customers area. Navigate to Setup->Settings->Localization ...