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How to set up the fiscal year?
You can set up fiscal year by following the steps given below. By default, the CRM fiscal start month is set to January. You can also specify the fiscal year name based on the start or the end month. For example, let's say your fiscal year starts in ...
Setting up Community Forums
Empower your customers with an online community using Support. Customers can initiate discussions, post questions and get support - all from a single unified platform. Setting up a community is very straight forward. But before that, let us learn a ...
Setting Up your Profile
Now you can update your profile with your personal information.You can edit and update all of it. You can update your profile picture for the Visitors to view your appearance. Click "My profile". Click the "Edit" button at the top right. Now that ...
Setting up Lead Assignment rule
Assignment rules help you automatically assign the records to users in Client Management System. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured ...
Setting up Data Sharing Rules
Managing Default Data Sharing Process You can provide the following types of access levels to user in Client management system modules: Private: Only the record owner and his/her superior can view the record. Public Read only: Users can view others' ...