CiuisCRM

CiuisCRM Standalone CRM Documentation

Introduction

1. Installation

2. Settings & Initial Setup

2.1 Initial Settings

2.1.1 How to manage Company Settings? 1. Company Settings Tab can be found here. Company Name: This is the company name that will be displayed on all the documents created. CRM Name: This will be the name displayed on the top left corner of the...

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By Sales SuiseSoft

updated over 1 year ago

2.2 Backups

2.2.1 How to Backup database? 1. The "Backup" tab can be found in the settings page as follows. 2. All the existing backups are listed here. 3. To create a new backup, click on the Backup Database button. 4. Click on the "Download backup" (1)...

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By Sales SuiseSoft

updated about 2 years ago

2.3 Language Editor

2.3.1  How to use Language editor? The Editor function can be used to make changes to the language files or the pdf files. To access the Editor, navigate to the "S ystems Settings" Tab in the Settings page. Click on the Editor Button. You will...

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By Sales SuiseSoft

updated about 2 years ago

2.4 Payment Portal & Settings

2.4.1 How to manage Payments Settings? 1. The "Payments" tab can be found on the settings page as shown. 2. All the available payment options are listed here. 3. Click on any of the options. 4. Enter the payment details and click on save. Toggle...

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By Sales SuiseSoft

updated about 2 years ago

2.5 System Settings & Debugger

2.5.1 How to manage System Settings? 1. The "System" tab can be found in the settings page as follows. 2. Click on the "System" button to view information about the installation. 3. Click on the "Uninstall License" button to unlink the...

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By Sales SuiseSoft

updated about 2 years ago

2.6 User Roles & Authorization

2.6.1 How to use Staff roles? Roles feature lets you control the permission given to each staff in detail. Using roles, staff can be given individual permissions like view all, view own, create, edit, delete for each section (Ex. Invoices). 2.6.2 ...

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By Sales SuiseSoft

updated about 2 years ago

2.7 Custom Fields

2.7.1 How to manage Custom Fields? 1. "Custom Fields" tab can be found under the settings page as follows. 2. All the existing custom fields are displayed here. 3. To create a new one, click on the "Create" icon as shown. 4. Enter the details...

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By Sales SuiseSoft

updated about 2 years ago

2.8 Addons Modules

2.8.1 How to use add-on modules? 1. The "Modules" tab can be found in the settings page as follows. This page lists all the add-on modules available on the app. Modules are additional functions you can add to CiuisCRM. An Admin can Buy, Activate...

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By Sales SuiseSoft

updated about 2 years ago

2.9 Dashboard

2.9 Dashboard 1. After logging into the sales account, you will be greated by the following screen: 1 The left-hand display is showing all of your sales details as a summary 2 The right-hand display is showing al recent actions, as well as time...

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By Sales SuiseSoft

updated over 1 year ago

3. Master Data

4. Sales Functions

5. Inventory Management

6. Purchasing

7. Project Management & Tasks

8. Ticketing

9. Finance & Accounting

9.1 Accounts

9.1.1 Create Account: Accounts can be found under  "Finance"   Finance in the main menu. 2. To add a new account, click on “New Accounts”. 3. For Cash Account:       Set the toggle button as shown to create a cash account. For Bank Account: Set...

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By Sales SuiseSoft

updated over 1 year ago

9.2 Invoice

9.2.1 How to manage Invoice: 1. Invoices can be found under "Finance" in the main menu. 2. Created Invoices are listed in the overview of the invoice page. Search(1):  Click on the " Search" icon to search for a particular invoice. Filter...

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By Free account

updated over 1 year ago

9.2.1 Invoice Payments

9.2.1.1 Invoice Payments: 1. All the payments received towards this invoice are listed in the payments tab. 2. To add the new payments click on "+" . 3. Fill in all details and click on save.  4. You can see the payments balance on the details tab.

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By Sales SuiseSoft

updated about 2 years ago

9.3 Expenses

9.3.1 How to manage Expenses? 1. Expenses can be found under "Finance" in the main menu. 2. Expenses created are listed in the overview of the expenses page.   Search(1):  Click on the " Search" icon to search for a particular expense. Filter...

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By Sales SuiseSoft

updated over 1 year ago

9.4 Deposits

9.4.1 How to manage a deposit? Deposits can be used to keep track of all the payments received by the business like a deposit made by a customer. Invoice payment is automatically displayed in the deposit area under the category internal. 1....

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By Sales SuiseSoft

updated over 1 year ago

10. Client Area

10.1 Client Proposals

10.1.1 How to manage client Proposals? 1. You can find Quotations or Proposals on the Left and Top of the page:  2. All the existing proposals are listed here. 3. Once clicked, you can see all details of the Proposals here. 4. You can Accept or...

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By Sales SuiseSoft

updated about 2 years ago

10.2 Client Quotes

10.2.1 How to manage client quotations? 1. You can find Quotations on the Left and Top of the page:   2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote. 3. Enter the details and click on the...

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By Sales SuiseSoft

updated about 2 years ago

10.3 Client Projects

10.3.1 How to manage client projects? 1. You can Find Projects on the Left side and Top of the page.   2. Once clicked, you can view all the project details for the client. 3. Click the project you want to see. 3.1 Tab Summary  displayed...

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By Sales SuiseSoft

updated about 2 years ago

10.4 Client Invoices

10.4.1 How to manage client invoices? 1. You can find Invoices on the Left and Top of the page. 2. Once clicked, you can View all the details of the Invoice for the client.   3. Click on an  Invoice for further details . 4. You can...

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By Sales SuiseSoft

updated about 2 years ago

10.5 Client Tickets

10.5.1 How to create/manage client tickets? 1. You can find Tickets on the  Left and Top of the page.   2. All tickets are displayed here. To Create a New Ticket, click " +". 3. Fill in all the details and click  Add.   4. Please Note that...

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By Sales SuiseSoft

updated about 2 years ago

10.6 Appointments

10.6.1 Create a new appointment: 1. You can create a new appointment by clicking on the  "+" icon. 2. Select the staff you want to schedule a meeting with. 3. Choose the data and time, and click on Confirm.

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By Oliwia

updated about 2 years ago

11. User Staff & Roles

12. Addon Modules

13. Reports

14. Misc Functions

15. HR Module