Activation of CRM module

CRM objects are available from the level of:

  • dedicated CRM menu
  • Main menu
  • list of customers/vendors available from the level of the tab Main → Customers/Vendors

Upon starting the system, the CRM-related functions are disabled.  To activate the functions, it is necessary to:

  • define a new employee
  • associate the employee with a currently logged-in operator

To be able to use the module in full, it is necessary to define the subordination structure.

CRM area

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