How to configure picklist dependencies Simply CRM allows you to configure picklist dependencies between two picklist fields – the source and target picklist field. This...
How to set up recurring events in Simply CRM Thanks to its powerful calendar feature, Simply CRM allows you to set up recurring events and automate their execution in...
Sharing rules in Simply CRM Sharing rules specify what data can be accessed by all users in a role hierarchy. In Simply CRM, the default...
Introduction to the Simply CRM Inventory Simply CRM Inventory allows you to automate your order processing, product shipping activities and inventory stock management. This article will...
How to manage tickets in Simply CRM Simply CRM supports the creation of tickets, which allow customers to report specific issues within the instance. Create tickets Select...
