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OneCRM | Using OneHash CRM
Learn how to navigate your way around the user interface and helpful utilities
Delete Submitted Document
Delete Submitted Document To delete a submitted document, you need to cancel it first. Following are the steps to delete a submitted document (these steps assume that you have the appropriate permissions on the document that you wish to cancel and delete). Step 1: Cancel Submitted Document You will find the Cancel button in the upper right corner of the submitted document. Step 2: Delete the document On cancellation of a submitted document, the Amend button becomes visible wi
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How to manage your taxes with each transaction?
Taxes are compulsory contributions to the state/country revenue. One of the primary motivations for the compulsory use of accounting tools is the calculation of taxes. OneHash CRM allows you to make configurable tax templates that you can apply to your sales or purchase transactions. 1. Tax Accounts For Tax Accounts in the tax templates, go to: ++Home > Accounting > Chart of Accounts++ Select an account and click on edit. Select the 'Account Type' as 'Tax' for the account.
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Dashboard: Get a quick view of the key performance indicators
Dashboard The dashboard provides an at-a-glance view of key performance indicators relevant to the business process. Each Dashboard consists of one or more than one Dashboard Chart each of which is configured with a data source known as Dashboard Chart Source. To access Dashboard, go to, ++Home > Customization > Dashboards > Dashboard++ Go to Dashboards List and click on New. Enter the Module Name for which you would want to see the Dashboard.
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Bulk Rename
Bulk Rename Using the Bulk Rename tool, you can rectify and change multiple document IDs at once. This tool is only accessible to the User with the role of a System Manager. You can rename IDs of up to 500 records at once. The following are steps to bulk rename records. Let's assume we are renaming Item Codes for the existing items. Open Excel File In a spreadsheet file, enter old Item IDs in the first column, and new Item Ids in the second column. Save spreadshee
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Security and Administration Settings
This section would deal with the system-wide configuration of the account. You can localize OneHash to use in a particular timezone, date, number, or currency format, and also set global session expiry via System Settings. To open System Settings, go to: ++Home > Settings > System Settings++ Country: You can set the default country here, this will be fetched wh
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How to set your company sales goals/targets?
Setting Company Sales Goal Defining and achieving sales goals and targets can help your company reach new goals and increase revenue. Monthly sales targets can be set for a Company via the Company master under the Sales Settings section. By default, the Company master dashboard displays month-wise past sales statistics. 2. You can set the Sales Target field to track progress against the graph:  of yo
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Access Logs
Access Log Access Log is a security feature that logs all data exports by all users in the system. It is a tool for System Managers to track which files were accessed or exported by users on the system. This is useful for tracking a company's sensitive information like transactions or finances. Access logs are created in the following events: Printing of all Forms and Reports Private file downloading Exporting via XLSX/CSV formats In OneHash, Access Log is available to System Mana
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Renaming Documents
Renaming Documents Using the Renaming feature, you can change the name of a master document. Using this feature you can also merge two master documents into a single one. Check List of Renamable Documents given below for the list of all the documents that can be renamed in the system. Go to the document that you wish to rename. From the drop-down menu, select the option 'Rename'. . Step 1: Cancel Submitted Document You will find the Cancel button on the upper right corner of the submitted document. Step 2: Amend the document On cancellation o
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Get to know everything about setting up a company in OneHash CRM
Company Setup A business is a legal organization formed for commercial and industrial objectives with an alliance of individuals of a similar mindset. In OneHash, the first Company is created when an account is set up in our system. You can set a domain for your Company, like manufacturing, retail, or services depending on the nature of your business activity. If you have more than one company, you can add them from: ++ Home > Accounting > Company++ Go to the
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Setting Up Taxes
Setting Up Taxes Taxes are compulsory contributions to the state/country revenue. One of the primary motivators for compulsory use of accounting tools is the calculation of taxes. OneHash allows you to make configurable tax templates that you can apply to your sales or purchase transactions. For Tax Accounts that you want to use in the tax templates, go to: ++Home > Accounting > Chart of Accounts++ Select an account and click on edit. Select the 'Account Type' as
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Which are the Global Defaults for a new document?
Global Defaults Default values for documents like Currency, Fiscal Year, etc, can be set from Global Defaults. The values set here will impact all users and the default values for various fields will be set for them. To access Global Defaults, go to: ++Home > Settings > Global Defaults++ Search for Global Defaults in the awesome bar Whenever a new document is created, these values will be set as default. Default Company Current Fiscal Year Country Default Distance Unit Def
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How to create a Letter Head?
Letter Head The Letter Head contains your organization's name, logo, address, etc which appears at the top of the documents. Every company has a default Letter Head. These Letter Head values are generally set as Header and Footer in the documents. In OneHash CRM, you can capture these details in the Letter Headmaster. These details will appear in the Print Format of transactions like Sales Order, Sales Invoice, Salary Slip, Purchase Order, etc. In OneHash CRM, the Letter Head is only
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