Forgotten Password
How can I use a Jotform to create appointments in OpenCRM?
How does the Stripo Integration work?
Do you have a mobile app?
I need to bulk update a set of records in OpenCRM, how do I do this?
Why does my email look different in consult to edit mode?
How do notifications work in OpenCRM?
How does the OpenCRM backup work? How often is my data backed up?
What security do you have to manage log-ins?
Does OpenCRM support plain text emailing?
How can I create an Invoice for part of a Sales Order? How to use Partial Invoicing?
I want to see a copy of any emails I send from OpenCRM within my Sent Items Folder in Outlook (Microsoft 365)?
Print address labels from data stored in OpenCRM
OpenCRM Standard Webform Package
What Keyboard shortcuts are there to help navigation?
How can I use the Support Desk widget on the Sidebar?
Can I map additional fields from OpenCRM Campaigns to Mailchimp? Is there an endpoint I can use to add records to a Campaign via the API?
How do I cancel a scheduled email? Can I stop a bulk email sending after it has already started?
Can I prompt users to create a scheduled activity / follow up activity for an Opportunity automatically / by default?
Do you have an overview of the Purchase Orders module?
Do you have any example email templates I can use?
How do I record Consent for adding Personal Data?
How to set Billing Email Address as default for Sales Orders?
How do I login to your customer portal? I have been asked to upload a document to the Portal by one of the OpenCRM team, how do I do this?
How do I manage marketing subscription lists? (GDPR)
How can I email a group of recipients from a Helpdesk ticket? Can I link tickets in OpenCRM to tickets in other systems?
How can I raise a single Invoice from multiple Sales Orders?
How to use the Add Note feature
Using Markup, Margin and Discount in the Product Grids
Adding Attachments to Activities
How do I check if my OpenCRM Company is linked to the correct Xero Contact?
Copy Product Links between Parent (Member Of) and Child Company
How do I upload multiple files or attachments to a record?
How do I use Multi-Factor Authentication in OpenCRM? What is MFA? Do you have 2 factor authentication? What is 2FA?
Browser Security - Which browsers can I use to access OpenCRM? Which browsers do you support?
How to create a Stock Fund PDF Template
Spam filtering - how reliable are click thru links ?
Using the Print Screen function
How do I give companies a credit fund which can be used to fulfill Sales Orders / Invoices?
Choosing from multiple Suppliers when adding Products to Quotes/ Sales Orders/ Invoices
Can I add Contacts, Companies or Leads to a Campaign or Event from a Report?
Am I able to search for records located by Postcode within a specific radius?
How can I view some vital system statistics at a glance (key metrics)?
How can I link a Document or an Activity or to multiple Contacts?
Update financial records with current company address on Save?
How can I send emails to Contacts from the Activities module?
Inbound SMS, return address, costs and setup?
I am not based in the UK, what settings do I need to change?
How are the balance fields on the Company records in OpenCRM calculated?
Can I visualise gains and losses on Opportunities?
How can I gather campaign statistics?
Social Media connections on Leads, Contacts and Companies
A tab count shows a " * " and no value, A tab count shows " ~ ". Large tab counts seem a bit inaccurate. How does tab count caching work? Why does opening a record with a large number of linked items take a long time? Why can I only see 1000 records in linked grids?
How does stock management work in OpenCRM?
Can I have product descriptions in multiple languages? How can I get the different languages to show on Quotes, Sales Orders and Invoices?
How can I let users know an Invoice is already linked to a Sales Order to prevent them raising another one? Can I warn users when a Sales Order has already been created from a Quote?
Should I delete records or not?
Can I change the default Landing Page after I login from Calendar to another module? Can I change my home page from the Calendar to something else?
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 link Opportunities together and show the overral total values of these Opportunities?
How to manage Reports on the Dashboard
Using the Closed Date field on a Sales Order
How can I get a list of Contacts based on information that is held on the Primary Company?
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 can I create an individual Activity for records in my list, in one go?
How can I bulk update the 'Start Date & Time' of Activities? Can I reschedule Activities?
I would like to add an image to an Email, how do I do this?
How do I display linked records when working with Activities? What do the Icons mean?
How can I track spend variances / variations on the accounts / companies I deal with? What is the `Current Spend` field for?
How do I send a bulk SMS ?
When I send a bulk email I want to be able to suppress the CRMID's from showing at the foot of the email, how can I do this?
How do I find the ID of an Email Template?
What size should I make Images in FAQ's ?
How to give full ownership rights of the record to more than one User on Contacts and Companies?
Can I track previous jobs that a Contact has had?
I have a Sales Order that I want to generate an Invoice for at a regular period (a recurring invoice) ?
Working with Reports
Email Merge Variables
How do I use the Timeline and Heartbeat?
How do I use the Right to be Forgotten (Right to Erasure) tools in OpenCRM? (GDPR)
Product Grouping, Sub-Tabs and Headers on Sales PDFs
Using and Customising the Sidebar
Working with Custom Fields
How to Clear your Cache
A Video Overview of Activities
Campaigns Overview
Tips and Tricks for Email Templates
Adding my Logo to OpenCRM
How does OpenCRM calculate VAT compared to Sage?
How can I remove duplicate entries from Leads, Companies or Contacts within OpenCRM and how does this work? Using the MERGE feature.
How can an activity be created for multiple users?
How can text be copied into an OpenCRM editor from an existing document?
Why might OpenCRM have an order total that is different in pricing from my website or other computer system?
I negotiate bespoke prices for my products with each company/customer? How can I easily quote the same products at the same prices without having to re-enter all the information?
How can I send a bulk email to multiple contacts or leads or companies simultaneously?
What is / how do I use revenue forecasting on Opportunities? How do I report on revenue forecasting?
How can I customise my Calendar? Can I change the default view on my Calendar? Is there a way to colour code the calendar display, so that Activities show up in different colours for different users?
How can I raise a Credit Invoice in OpenCRM?
How do I log into the different language (French and German) editions of OpenCRM?
Can OpenCRM help me track bounce back e-mails?
How can I add or link a Contact to a Company?
How can I select multiple contacts or companies while keeping the popup window open
Can I see what I have despatched for an order, and what still needs to be despatched?
Must I have sequential numbering within OpenCRM numbering and what should I do when I need to cancel an invoice?
What is the best method of searching OpenCRM?
How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM?
How can I automatically link emails to Projects, Campaigns and Opportunities?
What does OpenCRM do?
How do I send an SMS to a contact or lead in OpenCRM?
What are Action Plans in OpenCRM?
How can I make the most of my To Do List (Activities) using the Complete button?
How can I use the Calendar? How do I use the Calendar page to navigate the system?
I need to hold details of employees (personnel) is there a way to do this in OpenCRM?
What are Custom Views and how can I set these up?
How can I create Email Templates in OpenCRM?
Help, I can't find any records - the Recent Items view is not showing any data anymore!
How does the JotForm integration work? (Overview)
How Can I CC and/or BCC in OpenCRM.
How can I add YouTube videos on FAQs and Knowledgebase articles?
How can I add Warnings to records in OpenCRM?
How can I generate Company Statement PDFs?
Do you have an overview of using the Assets module in OpenCRM?
How to I change the layout of my fields using Layouts
What are Email Plans in OpenCRM? (Overview)
Can I keep the Product selector window open, so I can add more than one Product at a time?
How do I remove one or more recipients from an email before I send it?
Do you have a general overview of the Projects Module?
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 can I reassign a group of records?
What is the Event module?
HelpDesk Quick Start Guide
Can I customise the names of PDF documents and associated emails?
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?
Can I add anyone who has placed an order or had an invoice or quote from me on to an email campaign?
How Do I Prevent a User (Or Group Of Users) Deleting Records?
How does Product Kitting work? How can I sell products as part of a bundle?
If I use a Bulk Email Account are there limits to the number of emails that I can send?
How can I make a payment on an Invoice?
How do I use the Data Retention tools in OpenCRM? (GDPR)
What is the Click Through Wizard and how can I use this to create links?
How do I build a Marketing Email Template in OpenCRM?
Can I check if the email address I am entering is valid?
I need to find the User ID - How do I find this ?
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?
What is the best way to transfer files to our team?
Stock Reports and Stock Tracking
Automatically Add a Product to an Opportunity, Quote, Sales Order, Invoice, or Purchase Order
Using Kanban Board View on Activities, Opportunities, Projects and Leads
What is SPF (Sender Policy Framework)?
SPF (Sender Policy Framework) for OpenCRM
Configuring your domain for OpenCRM (Emails)
What does the Link button do?
How do I add a List-Unsubscribe header to my emails sent from OpenCRM?
Using a "Reply To" Address on Emails
Apply filter to product search based on the value of a field on the parent record
Automatically Link Activities to Other Records
How do I add page numbers to generated PDFs?