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Frequently Asked Questions

  • How to find and merge duplicate records in a module

    When you import records in Simply CRM, it’s important to check for duplicate records and remove the unnecessary duplicates. However,...
  • How to configure user calendar settings

    Simply CRM allows you to configure your calendar and customize it in accordance with your needs. This means you can...
  • How to use picklists

    Simply CRM allows you to create picklists fields in which the users can only select one of the defined options....
  • How to integrate the Google Calendar in Simply CRM

    To help our clients use Simply CRM to its full extent, we have implemented support for the Google Calendar, which...
  • How to integrate WordPress and WooCommerce with Simply CRM

    Simply CRM integrates WordPress and WooCommerce to provide you with real-time information about your customers, products and orders on your...
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