1CRM 9.0 User Guide

Here is the latest 1CRM User Guide! This guide adds content on the latest enhancements to the 1CRM experience including support for the new OceanVue User Interface application. Use this guide as and when you need it, it is certainly not required to be read from front to back before using 1CRM. Remember, you can use your search function or the table of contents to easily navigate this guide. (320 pages)

OceanVue

OceanVue UI is the all-new application that comes free with all 1CRM instances. Leveraging our own open-source user interface library, OceanFront, 1CRM is able to deliver a next-generation experience with the security, performance and accessibility boost that Vue.js and Typescript applications provide.

1CRM Client App for Apple

The new 1CRM Client app is a universal Apple application, supporting iPad, iPhone and the Mac. This next generation 1CRM app now supports all 1CRM user and administrator screens, and adds support for business card scanning as well.

Online Meeting Integrations: Zoom & MS Teams

1CRM adds free native integration for online meetings via Zoom and MS Teams. Simply click a checkbox when creating a meeting to have an online session automatically created for you, with the meeting URL automatically added to the 1CRM Meeting record.

PHP 8.2 Compatibility

1CRM adds support for PHP 8.2! This provides some performance enhancements to 1CRM users, and also brings the benefits of more strict coding standards to the 1CRM software base.

Learn more about 1CRM

Get the most out of 1CRM - check out the rest of our documentation!