Getting Started
Introduction
CreataCRM Version
Getting Start with CreataCRM
Ticket Portal
Contacts Vs Companies
How Do I Search in CreataCRM
How Do I Create a Contact
How Do I Create Companies
How Do I Create Task Reminders
Managing Contacts with Companies
Sending Emails to Companies
How Do I Create a Customer
How Do I Customise Columns
Mobile Views
Using Maps
Typing in an Address in CreataCRM
Customize Your Navigation
Managing the Calendar
Main Calender View
New Items on Main Calendar
Exchange Sync
Mobile Calendars
Basic Setup
Setting up Activity Type
Timers
Basic Setup of Calendar
Setting up Email Templates
How to Link Signatures
Basic Report Design
CreataCRM Updates
Advanced Setup
Adding SPF record to your Domain for our SMTP Server
Sending Via CreataCRM
Creating a New User
Creating a New Security Role
Creating Criteria
Hiding Navigation Items
Creating Security Rules
Managing Dropdownlist
Notification Emails
How to Fix your emails reaching certain Clients
Scanning Database for Maps
Edit Replace
Modifying Email Templates
How to Add Collections to Contact and Company
Cleaning up HTML with pasting
Setting up SMS Templates
Using the Filter Builder
Setting up Imap Sync
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
Phones
Checking for SIP on Andorid
Published with GitBook
Checking for SIP on Andorid
How to check for SIP accounts on Android
Open Phone App
Open Menu
Open Settings
Open Calls
Open Calling Accounts
Confirm You Have SIP Settings
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