Forgotten Password
Your log-in screen for OpenCRM looks like this If you have forgotten your User Name or Password, clicking on the green bar beneath the Login button will take you to this screen: Once you have entered your User Name or Email Address the window will...
I am not based in the UK, what settings do I need to change?
As a NON UK customer, there are a few things that you will probably want to change. Some of these things you can do yourself, others will need the help of our support team. Time Zone You will need to change the time zone offset for each user recor...
How do I add a new User to OpenCRM? How do I amend an existing Users details?
There are two ways you can add new users to your system: 1. The first time you login to your system, you will be greeted with the Set up Wizard that will walk you through the process. 2. If you do not want to set up your users in this first stage ...
How do I set and update my company information?
Company Information The first time an administrator signs into their OpenCRM, they will be guided through setting up those essential bits of their company information. If you need to edit this information at any time, see below for instructions on...
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...
How do I use the ODT or DOCX Mail Merge options to create document templates in OpenCRM?
Within OpenCRM we have a feature that allows you to use RTF / ODT / DOCX documents (from Word or Open Office) as merge templates. Within OpenCRM traditionally users have had the option to create templates and merge with these templates, using the ...
Things to consider when importing data into OpenCRM. Troubleshooting imports that are not working.
There are a number of ways in which a data import can be unsuccessful. Here are some typical scenarios you may encounter and how you can resolve the problems. Fields are incorrectly mapped and cause a conflict If this is the case, the whole impor...
What does OpenCRM do?
We are often asked, "What does OpenCRM do?" The answer is that, because of the wide range of customisation options, OpenCRM does a lot of different things for a lot of different companies and users. If you'd like a quick overview of our features,...
How can I make the most of my To Do List (Activities) using the Complete button?
The "Complete" button is a very useful tool which enables you to progress a job to do such as a Call. Clicking on this button takes you to the Activity Edit screen. From here you can access a multitude of other modules and information without havi...
What are Custom Views and how can I set these up?
Custom views are a way of filtering data on the Home pages of all the entities. These are useful in two ways: 1. They allow you to add alternative columns in a view e.g. instead of displaying Company Name, City & Phone etc. you might want to d...
Is there a useful document which is a guide for admin users of OpenCRM?
Yes. And you can download it by clicking below:
I am new to OpenCRM is what should I do first?
There are a number of resources that you can use to help get underway with your OpenCRM journey, however, as a first pass there are three documents that are worth taking a look at, these are listed below. New System Tips will walk you through the ...
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?
Yes, this is managed through the My Account Setting, follow these steps; Select My Account on the dropdown menu beneath your Username in the top right corner Select Edit Scroll down to Interface Settings Select the Default Module picklist an...
What is the icon in the bottom right?
What is the icon in the bottom right?
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...