webCRM Support

Administrative/Configurations

41 articles

Delete log and filter logs

Making changes to Custom Fields

Working with Custom fields

Mode for Custom Fields

Custom Fields: Types

Custom fields: Organisations

Custom fields: Opportunities

Configuration: VAT for Quotations

Custom fields: Web links

Delete custom fields

Language and terminology

Main settings: Terminology

Users in webCRM

New employee/user in webCRM

Create and edit an User

Special Dashboard Users

Upload profile picture

Integration: Login using SMS code

General user settings

Main Settings: User settings

Main settings: Access levels

Main Settings: Create an Access Level

Main settings: User Groups

Main Settings: Configuration Groups

Main settings: Features

Main settings: Basic Settings

Main settings: Data fields

System settings: Drop down lists

System Settings: Drop down lists: Organisation Postcodes

System Settings: Drop down lists: Main Product/Service

Inbound E-mail and Website Integration

Web And Social Media Links

Change Customer Cards: Types

Backup and restore

Back up and restore

Licenses and invoicing

System Settings: License