This Implementation Guide describes the entire process for implementing and administering 1CRM System 8.5. This guide covers installations on CentOS 7.3 Linux, Windows Server 2012 with WampServer 2.5, macOS Sierra, plus CentOS 7.3 Linux on the Windows Azure Cloud. (222 pages)
1CRM 8.5 Implementation Guide
Implementation
The first half of this guide takes you through the process of implementing 1CRM. You’ll find it useful to read this guide while browsing this webpage (Getting Started) for a step-by-step implementation process.
System Administration
This guide has the info you need to configure company-specific details in 1CRM – company name, address and logo, email settings and access control with Roles and Teams. Setup your backups and maintain the system!
Studio Customization
The Studio lets administrators customize nearly every aspect of 1CRM: List view layouts, detail screen layouts, PDF print layouts, custom fields, dropdown list options, dashboards, system menus and automated workflows.
User Management
Set up all your users, complete with passwords, email configuration, and setting up integrations with their phones, Outlook, Gmail, RingCentral, DropBox, Skype, GoToMeeting, and other services.