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Adding SMTP Details in Email Settings - Gmail and Google Workspace
Email communication is an integral part of our digital lives, and configuring SMTP (Simple Mail Transfer Protocol) settings can be a bit...
2 min read
Create Contracts, Proposals, and Estimates
Things to note in advance: Contracts only to be send when the prospect or potential client is converted to "Client". New proposals for...
3 min read
Generate and Send Letters and Agreements
Types of letter and agreement that you can generate or create: Offer letters to candidates Hiring agreement template Welcome letters...
1 min read
View and Display OrgChart (Hierarchy)
The default permission of view and display of Orgchart is only available within the Admin permission or users assigned an admin roles and...
1 min read
Manage Roles and Permissions
Understanding how to effectively manage roles and permissions is crucial for maintaining the security and efficiency of your platform....
3 min read
Leads (Full Guidelines)
Table of Contents: Create Lead Generation Form Change the Source in Lead Form Add, edit, or Delete Products How to Add and Grant an...
3 min read
Add New User or Employee
How to add a new user or employee to the system? There are 3 ways to add a new user: Option 1 - Add the new users to the systems...
1 min read
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