Getting Started
Introduction
Getting Start with CreataCRM
Contacts Vs Companies
How Do I Search in CreataCRM
How Do I Create a Contact
How Do I Create Companies
How Do I Create a Customer
How Do I Customise Columns
How to Add Collections to Contact and Company
Basic Report Design
Modifying Email Templates
How to Set Chrome Date Format
Mobile Calendars
Using Maps
Typing in a Address in CreataCRM
Cleaning up HTML with pasting
Basic Setup
Setting up Activity Type
Basic Setup of Calendar
Advanced Setup
SMTP Setup
Creating a New User
Creating a New Security Role
Creating Criteria
Hiding Navigation Items
Creating Security Rules
Exchange Sync
Managing Dropdownlist
Notification Emails
How to Fix your emails reaching certain Clients
Scanning Database for Maps
Importing
Importing Contacts
How to Import Workflows
How to Merge Contacts and Companies
Advance Import Tool
Exporting
How to export
View variants and Grouping Columns
New Features
Features in 2018
Features in 2019
Published with GitBook
Introduction
Introduction
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