FAQs
Will I be able to add more users after my initial purchase?
You can always add more users as your firm grows, or as you find more and more use in Integrate Tax. You can choose different roles & profiles for each user to fit your tax practice’s unique needs.
Will I need to download the software onto my computer?
You don’t have to download anything to use Integrate Tax. Wherever you have a computer with internet access, sign in and enjoy full access to all of your clients and cases. Enjoy the benefits of a secure, reliable cloud based software.
Can I add columns in the popup for the lookup fields?
Yes, you can add columns in the popup for the lookup fields.The columns in the lookup field popup are based on the columns specified for the "All Record" List View. For example, in the Contacts tab, there is a Account Name lookup field. The popup for ...
Can I add columns in the popup for the lookup fields?
Yes, you can add columns in the popup for the lookup fields.The columns in the lookup field popup are based on the columns specified for the "All Record" List View. For example, in the Contacts tab, there is a Company Name lookup field. The popup for ...
How can I create a Formula number field with the 'If, Else' statement?
Currently, there is no option to create a Formula number field with the 'If, Else' statement. You can only create a formula field with the IF condition. However, you can achieve the If, Else statement using the If condition. For example, you want to ...
How to make certain fields mandatory or non mandatory in CRM?
You can make certain fields mandatory or non mandatory in CRM by following the steps given below: Click Setup > Customization > Layouts. In the Edit Page Layout page, select the desired Module. The fields corresponding to the module are displayed. ...
What is the purpose of using web tabs?
Web tabs can be used to access web pages, web applications and Creator applications inside CRM. These tabs can be viewed by CRM users across the organization. Related Link Web Tabs
How can I customize the Home tab?
You can customize the Home tab of your CRM account by adding what we call as components. Adding components to the Home tab is like creating a desktop shortcut to your favorite apps on your computer. It’s for quick and easy access to the things that ...
How can I upload my company's logo?
You can customize the CRM account by uploading your company logo. Here is how you can upload the logo: Log in to CRM with Administrator's privilege. Click Setup > Organization Settings > Company Details. In the Company Details page, click Edit. ...
How to change the fields in a page from two-column to one-column layout?
By default, the Create [Record] page layout is set to 2 columns. You can customize the page layout and set it to single column by following the steps given below: Log in to CRM with Administrator privileges. Click Setup > Customization > Layouts. ...
How to create auto number field?
You can create an auto number field by following the steps given below: Log in to CRM with Administrator privileges. Click Setup > Customization > Fields. Select the Module from the drop-down list. In the [Module] Fields page, click New Custom Field. ...
How to create a lookup field?
You can create Lookup Field by following the steps given below. Please note that lookup fields cannot be created for Tasks and Events. Log in to CRM with Administrator privileges. Click Setup > Customization > Fields. Select the Module from the ...
How to modify pick list values?
To add or modify pick list values, do the following: Log in to CRM with Administrator privileges. Click Setup > Customization > Fields. Select the Module from the drop-down list. In the [Module] List page, click the Edit link corresponding to the ...
How to change the default custom view in a module's home page?
The modules in CRM have a default custom view. For example, when you click on the Leads tab, you may see the records listed under My Leads list view. You can change this view and set the default view as All Open Leads. To change the list view, do the ...
How to customize the search layout?
The Search Layout helps you customize the field values that you want to view in search results. For example, when you search leads by name, you may want to view the values from the email, phone, lead type and lead source fields. You can select just ...
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 ...
How to organize the Related Lists?
To organize the Related Lists, do the following: Log in to CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize [Module] ...
How to organize the Related Lists?
To organize the Related Lists, do the following: Log in to CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize [Module] ...
How to change my language, time zone, and date & time formats?
You can change your language, time zone, time format and country from the CRM - Account Settings section. Based on the country locale that you select, the data format will be set in your account. To change locale information, do the following: ...
How to show or hide fields in CRM?
By default, all the standard fields are displayed in each module's page layout. However, to show or hide fields you can follow the steps given below: To show fields Log in to CRM with Administrator privileges. Click Setup > Customization > Layouts. ...
Is there a way to hide some of the unwanted tabs in CRM?
Yes, in CRM you can show or hide tabs as per your requirement. Follow the steps given below to organize tabs: Log in to CRM with Administrator privileges. Click Setup > Customization > Modules In the List of Modules page, click Manage Modules. Use ...
How do I add my company logo?
You can add your company logo by following the steps given below: Click Setup > Organization Settings > Company Details. In the Company Details page, click Edit. Under Company Logo, click Browse to select the logo. Click Save.Note: The image file ...
How to group records?
In CRM, you can group records is using List Views. Each module has some standard list views that group records based on a predefined criteria. You can also create your own list views that groups similar records and share it with other users. For ...
How can I send auto response emails to all the leads generated through web forms?
There are two options by which you can send auto response emails to all the leads generated through web forms: Email Notification option - While creating a web form in CRM, there is an option to send common automatedemails to all the users who submit ...
My web form is not working when I host it in a website. What should I do?
You need to check the following if your web form is not working: Unapproved Records - Check if the records are pending for your approval. You can view the list of records pending for your approval from the Approve Leads/Client/Cases feature. ...
Can I use any type of fields in the web form?
In web forms, you can use the following type of fields: Text, Integer, Percentage, Decimal, Currency, Data, DateTime, Email, Phone, Pick List, URL, Text Area, Checkbox, Multiselect Pick List. Please note that Lookup, Auto Number and Formula fields ...
Can multiple web forms be created?
Yes. You can create multiple web forms and have them all active at the same time. However, the number of web forms available in each module depends on the CRM Edition that is being used: 20 per module for the Enterprise Edition 10 per module for the ...
Why are the Leads captured through the web forms not visible under the Leads tab?
While creating the web form, you might have enabled the Manual Approval of leads. In this case, the leads generated from the web form will be available under the Leads tab only if they are manually approved by the user with Administrator profile. So, ...
Can I create multiple web forms and then collect Leads separately?
Yes, you can generate multiple web forms from the CRM system and post it in different web pages for collecting information. To identify separate and collective information based on the web page from which a Lead came from, you can insert hidden ...
How can I link a lead to specific campaigns?
Do the following to link a lead to specific campaigns: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, the existing campaign details, if any, are displayed. Click Campaign Name, Status, Type, Start ...
How to associate campaign with other records?
To associate campaign with other records follow the steps below: Go to the "Campaigns" tab and select the campaign. In the <Campaign Name> page, update the following details: Open Activities: To add tasks and events. Closed Activities: To display the ...
How to hide a multi-select picklist field in a web form?
When you create web forms using CRM, you have an option to hide any field except the ones marked as required field. To hide a multi-select picklist field in a web form, follow the steps given below. (The procedure to hide a field is the same ...
How to integrate a CRM web form in WordPress?
To publish a CRM web form in WordPress: Generate a web form in CRM with the required fields. When you are done with building the form and specifying the form details, you will see the embed options. Select the Wordpress tab. You can choose from ...
How can I send mass emails to many contacts?
In CRM, you can send only 250 mass emails per day, per organization (12 AM to 11.59 PM GMT is considered as one day). Mass emailing includes emails sent using the following features: Autoresponders Mass Email Scheduling Mass Emails MacrosFollowing ...
How can I activate or deactivate my web form?
You can activate or deactivate the web form by following the steps given below: Click Setup > Website Integration > Web Forms In the Web Forms page, move the mouse pointer over the desired form and click the Settings icon. Click ...
Can I use any type of fields in the web form?
In web forms, you can use the following type of fields: Text, Integer, Percentage, Decimal, Currency, Data, DateTime, Email, Phone, Pick List, URL, Text Area, Check box, Multiselect Pick List. Please note that Lookup, Auto Number and Formula fields ...
What happens if the domain name does not match with the Location URL specified in Web Form?
No information will be captured if the domain name does not match with the URL where the web form is hosted.
What happens if the domain name does not match with the Location URL specified in Web Form?
No information will be captured if the domain name does not match with the URL where the web form is hosted.
Can multiple web forms be created?
Yes. You can create multiple web forms and have them all active at the same time. However, the number of web forms available in each module depends on the CRM Edition that is being used.
How to export campaigns data to the external sources?
To Export the Campaigns data, please follow the steps below. Click Setup > Data Administration > Export Data. Select the Campaigns module and click Export.If you need only the mailing list of a Campaign, please create a Report following the steps ...
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