CRM help

Setup

Switching CRM on, who may use which screen, the CRM settings, the customer details in Accounting that CRM depends on, and the nightly run.

Start here in Setup

Get CRM ready for your company CRM is switched on for the whole company by your Penahak contact. Then your administrator gives roles the CRM menus and permissions, chooses the credit approvers, and…
Who can use which CRM screen A CRM screen opens only when CRM is on for your company, the user's role has its menu, and the role has its permission. Buttons for actions the role cannot do are hidden…
CRM settings and what each one does CRM settings hold one set of choices for the whole company: collections automation, credit control, ticket response times, case timers, notifications and pipelines. Each…
Customer details in Accounting that CRM uses CRM is only as good as Accounting's data. These are the details in Accounting that change what CRM shows and what the credit check does. Fix them in Accounting and CRM…
The nightly run and the run-now buttons One collections run happens every night for every company with CRM on. The same run, and the dispute, renewal, recovery and ticket runs, can also be started by hand.