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OneCRM | Automation
Learn how to automate OneHash for saving your time from performing periodic mundane tasks.
Create certain documents automatically with the Auto Repeat feature of OneHash
Auto Repeat Auto Repeat feature helps you create certain documents automatically in a given time period. For Example: Assuming that you follow deferred expense system for some items. It requires you to create same Journal Entry every month to credit Deferred Expense account and debit Expense Account. You can create first Journal Entry manually for it, and then create auto-repeat transaction for it. To access Auto Repeat, go to: ++Home > Auto Repeat++ You can search auto repeat on the
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Get inter site communications with Event Streaming feature of OneHash
Event Streaming Event Streaming enables inter site communications between two or more sites. You can subscribe to Document Types and stream Documents between different sites. For Example: Consider you have more than one Company hosted on different sites, one among them is the main site where you want to do ledger posting and on other sites, the Sales Invoices are generated. You can use Event Streaming in this case. For this, your child company sites can subscribe to the main company site
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Milestone Tracking
You can automatically track milestones based on the lifecycle of a document if it undergoes multiple stages. The configuration for Milestone setting can be set in Milestone Tracking and each milestone is updated in Milestone To access Milestone Tracker, go to: ++Home > Settings > Milestone Tracker++ Click on New. Set the Document Type to track (example: "Issue"). Set the field that represents stages (example:
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What is the Assignment Rule?
An Assignment Rule lets you set up automatic assignment of documents to Users. Assignment Rule will be useful in a scenario like—you have a support team and incoming support tickets. To assign the support tickets automatically amongst the employees who work on support, an Assignment Rule can be used. To access Assignment Rule, go to: ++Home > Settings > Assignment Rule++ To set up an automatic assignment: Go to the Ass
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Event Streaming
Event Streaming Event Streaming enables inter site communications between two or more sites. You can subscribe to Document Types and stream Documents between different sites. For Example: Consider you have more than one Company hosted on different sites, one among them is the main site where you want to do ledger posting and on other sites, the Sales Invoices are generated. You can use Event Streaming in this case. For this, your child company sites can subscribe to the main company site fo
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