Installation
Licensing
Setting Up Features
- Initial Settings
- Defining a CRM User
- Setting up Access to Objects
- Configure CRM Dicrectories
- Setting Up Issue Custom Fields
- Custom field - CRM Company
- Custom field - CRM Contact
- Custom field - CRM Property
- Custom field - Contacts CRM
- Custom field - CRM Products & Services
- Custom field - CRM Custom Directory
- Custom field - CRM Select Custom Field
- Custom Field - Issue Picker
- Custom field - CRM Transactions
- Custom Field - CRM Companies Select
- Company/Contact issue fields format
- Custom Field - CRM Products Select / CRM Single Product Select
- CRM's Post-Functions
- Adding CRM Custom Fields to Email Template
- Set Companies Hierarchy
- Auto-adding Companies and Contacts from CRM to Service Desk Projects
- Table Lists
- Setting Up Budgets
Transactions
- Transactions Attributes
- Transactions Statuses
- Transactions Notifications
- Transactions Total Issue Fields
Backing Up CRM's Data
Importing/Exporting Data
Reset all settings to default
Audit Log
Board's Integration
CRM Security Levels
Direct Mail
Link CRM Custom Fields to Jira Custom Fields