How to Use WhatsApp Web in OneHash

Steps to use whatsapp web in OneHash ERP/CRM



Note:
Whatsapp web version should be logged in into the same browser.
Mobile number must be available in doctype/form where whatsapp web is to be used.

Step 1: Go to the doctype/form/masterlist which transaction details you wanted to send. Ensure that mobile number is available doctype/form.



Step 2: Open the transaction, go to menu button and find and click Whatsapp Web



Step 3: Select contact from the drop-down menu then add the text to send and click send.


Updated on: 21/03/2023

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