Cautati articole din Baza de cunostinte

  • Valute (Currency)

    02-07-2023 16:59:49
    Create new currency To add new currency go to Setup -> Finance -> Currencies...

  • Google Configuration / Features

    03-07-2023 19:14:26
    In order to make the Google Configuration, go to Setup->Settings->Google, this will allow a clear overview of all related Google config and features integrated into CRM. In order to start configuring...

  • Configure email with Google OAuth 2.0

    02-08-2023 17:26:04
    Starting from version 3.0.5, you can configure a general Google email using OAuth 2.0, to do this on your WEBIN CRM installation follow the steps below. Go to the ...

  • Specific configuration options

    02-07-2023 17:06:01
    In this article, we will cover some country-specific available configurations in Perfex CRM, feel free to apply them in your WEBIN CRM if they fit your needs. Date Format and Time Format...

  • SMS Provider

    03-07-2023 20:16:41
    WEBIN CRM will support sending SMS via SMS providers for limited actions. To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config...

  • Setup Ticket Form

    03-07-2023 21:34:27
    Embeddable ticket form in WEBIN CRM is a predefined form for tickets which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this f...