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Articles on:OneHash CRM | System Configuration
Get to know everything about system configuration

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  • Setting the Current Value for Naming Series
    OneHash ERP's Naming Series tool allows setting current values for prefixes, useful for continuing numbering where old systems left off with preexisting transactions.Few readers
  • The Domain Settings
    You can select the domains to be active globally under Domain Settings.Some readers
  • Show or Hide Modules
    You can Hide or Unhide certain modules by clicking on Show/Hide Cards in your OneHash crm system Home Page.Some readers
  • Setting Up Naming Series for documents
    OneHash CRM software allows you to make prefixes to your documents, with each prefix forming its own series.Some readers
  • How to create session defaults?
    Session Defaults are configurable default values set during user sessions.Few readers
  • Bulk Renaming of Records
    You can rename a document in OneHash ERP software (if it is allowed) by going to Menu > Rename in the document. Alternatively, if you want to rename a whole bunch of records, use the Rename Tool, go to:Few readers
  • Bulk Updation of Documents
    OneHash erp Bulk Update feature allows you to update a particular field of a DocType for all documents.Few readers
  • How to create a Milestone Tracker in OneHash?
    You can automatically track milestones in OneHash CRM software based on the lifecycle of a document if it undergoes multiple stages.Few readers
  • How to set up Auto Repeat?
    Auto Repeat feature in OneHash task management software helps you create certain documents automatically in a given time period.Some readers
  • How to use the Energy Point System?
    Energy Points System is a rating/karma system in OneHash CRM software that you can enable for your organization. This system can be used to track the performance of each user.Some readers

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