Other Tips

Tips for questions around browsers, applications such as Excel etc.

How to Clear your Cache

Every web browser stores a cache of pages you visit (e.g. HTML pages, images, scripts that run on these pages) to reduce bandwidth usage and server load. This is called the browser's cache. This is done to help speed up your access to commonly vie...

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By OpenCRM Online

March 7, 2023

Tips and Tricks for Email Templates

This FAQ is aimed at helping you to customise your email templates correctly. It covers how to use a font which is not available in the email editor toolbar and will also help if you are having trouble with styling text for various email clients. ...

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By OpenCRM Online

March 7, 2023

What is the minimum quantity allowed when adding a product to one of the grids in OpenCRM (Quote, Sales Order, Invoice, Purchase Order) and how can this be changed?

You can set the default product quantity within your system to be whatever value you require, normally this would be set to either 0 [zero] or 1. By setting the Product Quantity on the Product Grids to Zero you will be able to add a line item, and...

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By OpenCRM Online

March 7, 2023

How can text be copied into an OpenCRM editor from an existing document?

Copying text from an existing document into an OpenCRM Editor You can copy and paste text from an existing document to an OpenCRM editor field. Because different document formats can contain ‘hidden’ codes, it is best to make sure you are pasting ...

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By OpenCRM Online

March 7, 2023

Can I change which application is used in CHROME for Windows when I 'click to dial' from OpenCRM?

When you 'click to dial' within OpenCRM a CHROME call is made that loads the application that will be used to initiate the call. The information that points to the correct application is held within the Windows Registry. Warning : making changes t...

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By OpenCRM Online

March 7, 2023

Which ports are used by 3CX Phone System?

Accessing your 3CX phone server from outside your network although rewarding and very achievable, can be fraught with concerns and should only be attempted by a qualified person. The details listed below are for information only and in no way acce...

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By OpenCRM Online

March 7, 2023

I need to hold details of employees (personnel) is there a way to do this in OpenCRM?

OpenCRM has a dedicated Personnel module that allows you to hold Employee details. This module has dedicated fields that relate to HR and Personnel information. You can add additional custom fields as required and also change values held within th...

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By OpenCRM Online

March 7, 2023

Excel Tips - data import, preparing csv files etc

Excel is an excellent tool which allows you to build data lists and saving them in the format of CSV means the data is ready to be imported into OpenCRM. As we have lots of experience in formatting data to get it ready for import we have put this ...

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By OpenCRM Online

March 7, 2023

What is the icon in the bottom right?

What is the icon in the bottom right?

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By OpenCRM Online

March 7, 2023

What is the best way to transfer files to our team?

There will be occasions when you need to send us files. This might be copies of document layouts or data you need our help importing. Our email services reject any emails with higher-risk file attachments, including any data attachments. This incl...

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By OpenCRM Online

March 7, 2023