User Guides

5 articles

Enabling CAPTCHA for Bot Attack Protection

Prerequisites: you will need a Google Account for this. Step 1. Under Users & Settings head to Inte…

How to add and update email templates

The email template configuration is held in APPS and SETTINGS. The easiest way to create a new temp…

How to add custom fields

The customisation fields can be easily added at each element. CONTACTS - additional fields can be a…

Managing internal users

CRM users are managed within the 'Users and Settings' area of the system. To create a new user once…

The different levels of permissions for internal users

Two levels of user should be adopted, although all users have the same level of permissions set up…