Configuring modules and tools

Changing Documents module settings

• Changing Documents module settings
• Managing company documentation

Changing Projects module settings

• Changing Projects module settings

Changing CRM module settings

• Exporting all CRM data
• Changing CRM module settings
• Adding user fields
• Setting opportunity stages
• Adjusting Temperature levels
• Adjusting Contact types
• Specifying task categories
• Creating a new category of history events
• Using tags in the CRM module
• Adding invoice items and taxes
• Setting up the default currency and exchange rates
• Creating a website contact form
• Organizing mass mailing

Changing People module settings

• Changing People module settings
• Managing access rights
• Disabling People module

Changing Community module settings

• Enabling/disabling Community module
• Changing Community module settings

Changing Mail module settings

• How it works
• Configuring mail server
• Setting up mail server
• Adding alias and creating mail groups
• Settings for most popular mail services

Changing Talk settings

• Changing Talk settings
• Changing attachment size