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...
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...
PHP 5.4+ – Recommended php version 7.0
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...
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...
View (Global) – All invoices.
View (Own) – Only invoices created by staff member.
Create – Create invoices
Edit – All (if have permission View Global ) and o...
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...