How-to

How to preview a quote in PDF
Once you have accessed the CRM system, you can preview a quote in PDF. To this end, follow the steps listed below. 1. On the Sales menu, click the down-...
Thu, 11 Jul, 2019 at 3:06 PM
How to deploy a configuration to the secondary environment
Introduction This document describes the steps required to perform an export and import from and to a secondary environment. Applicable to verion ...
Mon, 23 Sep, 2019 at 10:16 AM
How to specify ranges for other root data sources on CE report
You can apply the ranges within the Query Wizard for the report - Either as a relation or as a range (when init of the data-source is required) Th...
Thu, 25 Jun, 2020 at 10:15 AM