Setting up bits and pieces

Written by Shreeya Dangol

How to add Custom Field in Application?

Written by Shreeya Dangol

Custom Field Setting

Written by Shreeya Dangol

Time Zone Set Up

Written by Shreeya Dangol

General Settings

Written by Shreeya Dangol

How to Delete a Custom Field?

Written by Shreeya Dangol

How to set a default ID to search client globally in Agentcis?

Written by Shreeya Dangol

How to Set Clients Id Prefix?

Written by Shreeya Dangol

How to Transfer Ownership?

How can we transfer ownership? How can we change owner? Preferrence Settings

Written by Renuka Shakha

How to set an Email Signature?

Written by Shreeya Dangol

How to edit add-ons?

Written by Prashant Manandhar

Preference Settings

How to change the company details? How to change the company email? How to change the company website? How to change the company address?

Written by Renuka Shakha

Accounts settings

Written by Shreeya Dangol

How to Export Contact?

Written by Shreeya Dangol

How to share the Web form link?

Written by Shreeya Dangol

How to Deactivate Automation Email?

Written by Shreeya Dangol

Whom can I transfer the Owner Role to?

Written by Shreeya Dangol

How to make a lead form Inactive?

Written by Shreeya Dangol

How to set Notification triggers for different activities in the system?

Written by Shreeya Dangol

How to enable System notifications?

Written by Shreeya Dangol

What are Custom Fields and how can I create those fields?

Written by Shreeya Dangol

How can I change my password?

Written by Shreeya Dangol

How to make Users inactive?

Written by Shreeya Dangol

Can I transfer the Owner Role?

Written by Shreeya Dangol

How to Add/Remove users from the subscription?

How can more or additional users be added or how the numbers of users can be deducted or removed?

Written by Renuka Shakha

How to Add/remove card from the system?

Written by Sumeet Paudel

How to create my Email Signature?

Written by Shreeya Dangol

How do I change my Company Logo?

How to add a company logo? From where can the company logo can be added or changed?

Written by Renuka Shakha