Can I report on User logins?
Can we order the Pending and History subtabs by date?
What security do you have to manage log-ins?
How do I Integrate Google Workspace with Pop2OpenCRM?
How do notifications work in OpenCRM?
How does the Stripo Integration work?
Rest API Field Reference
I want to import orders from WooCommerce, Shopify or another eCommerce platform to OpenCRM?
Assigning a Task in Microsoft Planner to the same person who creates it - can we automate setting the assigned user in Planner?
Recommended IAM Security Policy.
Advanced Zapier Settings: Delay, Filter and Path
How to configure Rules to determine automatic private flag on emails
Troubleshooting Xero integration with these Error messages
OpenCRM Infrastructure with AWS (Amazon Web Services)
Do you integrate with Microsoft 365? Can I sync my Microsoft Contacts, Calendars, and Tasks?
How to write data retention rules to ensure attachments are removed from records?
How to Update the Opportunity value from a Quote's Total, Sub-Total or Margin?
OpenCRM User Licences. How do I increase / decrease the number of user licences? How can I see how many user licences I have?
How do I check if my OpenCRM Company is linked to the correct Xero Contact?
How do I check / update my SageLink / Order Importer / Order Exporter version?
How do I use Multi-Factor Authentication in OpenCRM? What is MFA? Do you have 2 factor authentication? What is 2FA?
Importing to Sales Orders - additional Duplicate Checking
How do I auto-populate a field through a URL in Jotform?
Spam filtering - how reliable are click thru links ?
I want to include a second line for the address of a Lead, Contact, or Company?
How do I give companies a credit fund which can be used to fulfill Sales Orders / Invoices?
OpenCRM API
Can I be notified when someone uploads a Document to the Portal?
How can I add information to an email if a field is not blank (IFFIELD)?
Enforcing minimum margin percentage on quotes, sales orders or invoices. See also maximum discount
How can I map fields between modules to set fields on creation?
Report templates and Export to PDF options
Helpdesk settings - limiting Product and Project search screens based on linked Company or Contract
How can I iFrame my e-sign portal within my (WordPress) website and still pass in the Sales Order number?
How can I show emails in the history sub-tab of their linked record? Can I have emails I send to Contacts also show on their associated Company history tab?
Can I have different Sales Stage options depending on my Opportunity type or other user selection? Conditional Sales Stage
How can I change the values in a picklist? Can I add new activity types to the activity type drop-down?
Framed content within OpenCRM doesn't load leaving a blank page
What is the Acceptable Use Policy for OpenCRM SMTP Outbound email services?
Save Activities without the Subject field, or use other fields to populate the Subject
Can I make a field mapping (within Imports) available to other people in my team?
How can I get Leads/ Contacts/ Companies into OpenCRM from a contact form on my website?
How do I set a field as mandatory?
Sync Contacts and Calendars between OpenCRM and third party applications. Considerations when syncing between Google and OpenCRM. Considerations when syncing between M365 and OpenCRM.
How do I set up OpenCRM to assign records by Round Robin?
How can I create an Associated Picklist that will auto populate another field?
How do I set up Auto Email and SMS rules?
What are context sensitive fields and how do I set them up?
Can I override or set the page margins on a custom PDF within OpenCRM?
Should I delete records or not?
How can I set up rules for recording Bonuses to Users within OpenCRM?
Can I set up automated Imports to automatically import data into OpenCRM?
How can I set up Commissions for Users within OpenCRM?
How can I make a record private? How can I stop system administrators and data administrators seeing private records?
I need to make sure that Activities and other entries in OpenCRM are set to my timezone, how do I do this?
How can I check which users have viewed or downloaded a document from the system?
Is there a way to create a Calendar item in OpenCRM from an email?
Can I turn on a second Custom Contact module or Custom Project module to cater for additional 'types' of these entities?
I'm seeing a warning on my emails about SPF. How do I set-up a Sender Policy Framework (SPF) record for my Domain? My emails from OpenCRM are being rejected by servers / recipients what can I do about this?
How do I link Users to Personnel records in OpenCRM
How can I change the fields visible on the Basic and Advanced Search screens?
Tips on setting up SKYPE to work with the OpenCRM on screen dial feature
I want Users to only see their own records - does this need individual Groups or Teams?
Can I set my product category before I create a new product so the conditional fields for that category show?
How do I get OpenCRM to automatically generate my Product Codes?
Can I see how big my database is and the attachments stored on the server?
How do I add a new User to OpenCRM? How do I amend an existing Users details?
How do I create a new Folder to add Email and SMS templates?
How do I set and update my Company Information?
Can I send an email without a PDF from an Invoice, Sales Order, Purchase Order, or Quote?
What is the 'Mini-description' on products?
How do I stop a User from logging into our system? For example if someone has left a Company? What happens if I delete a user?
How can I set up the Pipeline Graph on the Opportunities module?
Adding Phone Extensions
How can I send an SMS to the linked Contacts on a Project in OpenCRM?
How do I use the Contract Term field in Margin Calculation?
Setting attachment size limits for Pop2OpenCRM
Is there an easy way to send large files to other users when these files are too big to send by email?
How to give full ownership rights of the record to more than one User on Contacts and Companies?
When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?
How do I see when a user is logging in and out, and where from?
How can I stop my calendar returning to today when I change what is displayed (between Day, 5 Day, Week and Month)?
Working with Reports
How Do I setup Email Integration (Pop2OpenCRM) with my Microsoft 365 Account?
Troubleshooting the Outlook Add-in
Using and Customising the Sidebar
Creating Helpdesk Tickets using Pop2OpenCRM
Working with Custom Fields
Product Grouping, Sub-Tabs and Headers on Sales PDFs
Adding my Logo to OpenCRM
How do automated support ticket escalation, SLA times and notifications in OpenCRM work?
How do I use Price Books and what are they for?
How to set up and use Advanced Commissions in OpenCRM
Does OpenCRM have an audit log / audit trail / activity log and what options are available with it?
I need to find the User ID - How do I find this ?
When I send an Email I want the system to update the Last Action field, how can I do this?
How does credit control of Companies, Sales Orders and Invoices work in OpenCRM?
Can OpenCRM check for duplicates when I create a new record?
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?
How do I set up and use Product Grouping?
There are boxes on Quotes, Sales Orders and Invoices that allow me to enter a Description or Terms, can these contain standard text?
Can I carry my custom fields across when converting entities?
Whenever I send an email from OpenCRM I receive a Confirmation Email into my Inbox showing what has been sent, is this something that I can control ?
How can I set up my mail server so all my emails are imported into OpenCRM by Pop2OpenCRM automatically?
Can I show more information, such as records that are due, from other modules and records, such as Quotes, Sales Orders, Leads, Opportunities and Invoices on the Calendar? How can I set which Additional Calendar Grids my Users can turn on?
How do I alter or create an SMS template in OpenCRM? Including an automatic SMS template.
How do I update a customer by email regarding their HelpDesk ticket?
How do I deal with security and user permissions in OpenCRM?
What does Pop2OpenCRM do when it converts emails? What configuration options are available? How can I exclude emails from being converted by OpenCRM?
Can I track Products at Opportunity level? Enabling the Products Grid on Opportunities
Can I use Activity fields as filters on a View I am setting up for Contacts?
Using the OpenCRM - Zapier Integration. How does the Zapier Integration work? Do you have a Zapier connector? How can I connect my third party system with OpenCRM?
How do I configure the Map feature in OpenCRM using Geonames?
Custom PDF troubleshooting. Dealing with some of the more common questions about Custom PDF templates.
How can I calculate shipping / courier costs in OpenCRM?
How do the Next Action fields work? What about the Last Action field? When is it updated? How can I configure which action types update this field? How can I manually update all last action values?
How do I add product rows to a Sales Order, Quote, Invoice or Purchase Order Rich Text Document (RTF)?
What merge variables (tags) do I need to use in automated Helpdesk emails?
How do I get the Opportunity Probability to automatically update when I change the Opportunity Stage, and how do I customise the percent Values ?
How do I use multi-currency / currency fields in PDF Templates?
What is activity scoring, and how do I use it?
How do I set up conditions for use with custom fields? How can I add conditions to standard fields?
How can I make Opportunities visible to linked Contact record owners as well as linked Company assigned to Users?
How to use the Outlook Add-in with OpenCRM. How to sync Contacts, Calender entries and Emails between Outlook and OpenCRM using the Outlook Add-in.
Sort, dedupe & merge import data
Using Screen Design and Default Organisation Field access to change field order and hide fields
How do I set up a recurring Activity? How do I add multiple users to a recurring Activity?
How can I add and control sub-totals and headers to Quote, Sales Order and Invoice PDFs?
How can I control the style of the product rows and sub total rows using the PDF templates? How can I control the style of the linked record rows in PDF templates? Styling the Activity Grid on a Project PDF. Styling the Invoice Grid on a Company PDF.
Can I use my own mailserver with OpenCRM? What support is available with regards to email delivery and logging of this?
Phone integration with OpenCRM - Click to Dial and Inbound Calls
How to set a relationship between a Company and a Contact
"Sync To Outlook" - what does this field do?
Things to consider when importing data into OpenCRM. Troubleshooting imports that are not working.
How do I convert a Lead to an Opportunity (Sales Pipeline)?
How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM?
Updating a linked Opportunity Sales Stage when a Sales Order is Approved / Signed
How do Targets work in OpenCRM? How can I set up them up for the Users in my Organisation?
What are Action Plans in OpenCRM?
How do I Install the Outlook Add-In?
Transferring HTML email templates with images, into OpenCRM
What are Custom Views and how can I set these up?
OpenCRM Campaign Master Integration
How can I import Invoices/ Sales Orders/ Quotes/ Purchase Orders and related Products?
How do I stop OpenCRM users from being able to delete records? Can I change other permissions for groups of my users, such as Create/Edit, Allow, View etc.. ?
Can I import directly to the Product grids on a Sales Order, Quote, Invoice, or Opportunity instead of selecting them all individually?
How can I create an email signature in OpenCRM?
I accidentally deleted something. How do I recover deleted items? Is there a Recycle bin?
How do I create a Main Contact on a Company record? How can I copy details from a Main Contact record to the related Company record?
How can I add standard or custom product fields, images or additional columns onto the product grids on PDFs?
How does the Jotform integration work? (Overview)
What are Tags and how do I use them?
How can I create custom Calculated / Calculation / Formula Fields?
How do User Assignment rules work?
How can I use eSign to digitally sign Quotes or Sales Orders? Can people include their signature? How does the eSign facility on the Customer Portal work? How secure is eSign in OpenCRM is it Legal?
How do I create a HTML Document Templates? Can I merge Contact or Company fields to a Document?
How does the Mapping tool work in OpenCRM? I want to see the locations of my Leads, Companies and Contacts on a Map, how do I do this?
How do I update records in bulk via a data import?
How can I add Warnings to records in OpenCRM?
How do I import data into the various modules in OpenCRM?
How do I configure the sync of Contacts and Calendar between OpenCRM and my Google account (Google sync)? Do you support Google Tasks?
How can I add and manage links in my OpenCRM system on the sidebar?
Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?
How can I continue to be able to access records I want to assign to a different user?
How do I manually adjust the next Invoice number - or - any other automatic sequential number in OpenCRM?
How can I set up auto creation of Invoices or Sales Orders from recurring Sales Orders?
What are Profiles, and how can I use them?
How do I enable Product Grid Line Numbering? How can I re-order product rows? How do I delete the first product row?
How to automatically link an exported PDF to its parent record
Do you have an overview of using the Assets module in OpenCRM?
How do I set up my financial year and accounting periods? Can I use a 4-4-5 accounting period or variant?
How to I change the layout of my fields using Layouts
How can I change the orientation of PDF templates from Portrait to Landscape?
Can I automatically update the Company type value based on an Opportunity status? For example - set the company type to customer when an opportunity is won?
What options are available for syncing Emails, Contacts and Calendar items between OpenCRM and other applications?
Advanced PDF Features to enable conditional data output
Emailing a primary, secondary or assistant email address from a Contact
What are Email Plans in OpenCRM? (Overview)
Can I customise PDFs which are produced in OpenCRM?
Can I keep the Product selector window open, so I can add more than one Product at a time?
How do I authorise a user and their email address to be able to send an SMS message?
How can I manage prices, VAT rates and multiple currencies in OpenCRM? How do I change the exchange rates for the different currencies? How can I set up multi-currency on my system?
How can I select the email address to send a sales PDF for a Quote, Sales Order, Purchase Order or Invoice to a contact with multiple email addresses?
Can I store encrypted data in my system? Using the password or encrypted custom field types.
How do I report on the Audit Log?
How to use the Xero integration with OpenCRM (Overview)
How does the Member Of field work on Companies? How do I use Parent and Child Relationships for Billing and Contract purposes?
How can I get started with the Helpdesk in OpenCRM?
How does HelpDesk or Project billing work, and how do I configure this?
HelpDesk Quick Start Guide
How can I create a graph on a report? How can I have a report graph appear on my Homepage? I would like to create a Report with Graph totals broken down by Year/Month, how do I do this?
How can I make sure my images remain clear and not blurry in my PDF Templates?
How Do I Prevent a User (Or Group Of Users) Deleting Records?
Do you have a detailed explanation of the functions of the Sage Uploader?
How can I make a payment on an Invoice?
How can I add Product specific files or attachments to Quotes and Sales Orders? How can I use Product Data Sheets on Quotes and Sales Orders?
Configuring Helpdesk to work with multiple Support email addresses.
Can I add cover pages / supplementary pages to PDFs?
How do I use the Data Retention tools in OpenCRM? (GDPR)
How can I set up Workflow?
What is the Customer Portal, how do I install it and how does it work? How do I give a Contact or Lead access to the online Portal?
How do I set-up my ClicData Integration?
How do I build a Marketing Email Template in OpenCRM?
Is there a useful document which is a guide for admin users of OpenCRM?
I am new to OpenCRM is what should I do first?
Controlling the length of fields in List Views
Change fields displayed in Recent Items, Global Search and Sub-Tabs
Can I automatically apply a discount to my Quotes and Sales Orders depending on the order value?
Email Merge Variables
POP2OpenCRM and Microsoft365 Security and Connectivity
Stock Reports and Stock Tracking
What is DKIM?
What is DMARC?
How to create a Pay Now link to request payment of OpenCRM Invoices
How do I add page numbers to generated PDFs?
Configuring OpenCRM to send emails using DKIM