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OneCRM | System Configuration
Get to know everything about system configuration
Setting the Current Value for Naming Series
Setting the Current Value for Naming Series Naming Series feature allows you to define prefix for naming of a documents. For example, if a Sales Order has prefix "SO", then the series will be generated as SO-00001, SO-00002... and so on. Click here to learn how you can customize Number Series for a transaction/master in OneHash. Naming Series feature also offers a tool
The Domain Settings
You can select the domains to be active globally under Domain Settings. To access Domain Settings, go to: ++Home > Settings > Domain Settings++ If a domain is disabled, the following things will happen: The domain card will be unavailable on the home page The DocTypes related to the domain will no longer be accessible. For example, if you disable the Education module, Student and other DocTypes in Education will not be accessible. !(https://storage.crisp.chat/users/helpdesk/website/
Show or Hide Modules
Show or Hide Modules You can globally Hide or Unhide certain modules by clicking on Show/Hide Cards in your OneHash Home Page. For example, if you are in the services business, you want to hide the Manufacturing Module, you can do this using this tool. Go to User > User > Select user> Allow modules > Check/uncheck the items to show or hide modules.
Setting Up Naming Series for documents
Masters and transactions can be given prefixes in the form of naming series. OneHash allows you to make prefixes to your documents, with each prefix forming its own series. For example, a series with prefix INV12#### will have numbers INV120001, INV120002, and so on. You can have multiple series for all your transactions. For example, Sales Invoice IDs like these can be generated: ACC-SINV-.YYYY.- SINV12#### SALESINV-00#### You can define or select the Naming Series pattern from: ++
How to create session defaults?
Session Defaults Session Defaults are configurable default values set during user sessions. Consider a scenario where you have 8 companies set up in your account and you have to set the 'Company' field every time while creating a new Sales Order. This is a very time-consuming process when you have to deal with multiple Sales Orders daily. 1. Set up the Session Default Settings Go to Session Default Settings. Select the DocType for which you
Bulk Renaming of Records
Bulk Renaming allows renaming multiple records at once. You can rename a document in OneHash (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: ++Home > Settings > Rename Tool++ This tool will allow you to rename multiple records at the same time. To rename multiple records, upload a .csv file wi
Bulk Updation of Documents
Bulk Update allows you to update a particular field of a DocType for all documents. To access Bulk Update, go to: ++Home > Settings > Bulk Update++ Consider that you have 20 quotations in which you had selected 'All Territories' and now you want to change the Territory to France. Instead of updating the individual quotations manually, you can use Bulk Update to update all 20 Quotations at once. To do this, Go to Bulk Update. Select the Document Type, like Quotation. Select the fiel
How to create a Milestone Tracker in OneHash?
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 r
How to set up 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: Search Auto Repeat in the awesome bar Select Auto Repeat list
How to use the Energy Point System?
Energy Points System Energy Points System is a rating/karma system that you can enable for your organization. This system can be used to track the performance of each user. To start using this system you need to create some Energy Point Rules (see section 3. How to create Energy Point Rules?) so that users can get energy points based on their activities.