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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
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.
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.
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
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
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: !(
Tags Using Tags is an easy way to classify different kinds of documents in their respective categories. You can add any tag to a Doctype just like Assignments and Comments. While going through a document list, you may filter the same by using tags. At a glance, you will be able to see the number of documents tagged to each classification. !(https://storage.crisp.chat/users/helpdesk/website/6f
Difference Between System User and Website User
Difference Between System User and Website User Question: I have added my Employees as Users and have assigned Roles to them. But still, they are not able to view the Dashboard when they log in. Answer: There are two types of Users in OneHash. System User: They are Employees of your company. Examples of Roles assigned to them are System Users, Account User, Sales Manager, Purchase User, Support Team, etc. Website User: They are to parties (like Customer and Suppliers) of yo
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
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'. !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b80
Notes: Keep a note of your lists, passwords, or T&C
Notes The purpose of the notes tool is personal notes taking. You can use it to save your lists, frequently used passwords, terms, and conditions, or any other document which needs to be shared or kept for reference. To access Notes, go to: ++Home > Tools > Note++ Go to the Note list and click on New. Enter the Title of the Note. Enter t
Get a descriptive layout of your data using the Kanban Board
Kanban Board Kanban Board is a tool that provides a descriptive layout of your data in OneHash based on status and a virtual board. This board shall consist of cards that represent various Documents listed in a particular Document Type aligned as per the stage of operation of the transactions represented by Status Columns. The card status can be changed easily by dragging and dropping the cards across the board. A Kanban Board helps to visualize, control and optimize workflow while collab
Calendar: Keep a track of all your events with our calendar tool
Calendar A Calendar is a tool that helps you to create, share and keep a track of events in your OneHash account. You can have a Day, Week, or Month view in a calendar. To access calendar, go to: ++Home > Tools > Calendar++ Go to Calendar and click on New. Enter the Subject and the Start Date of the event. Click Save. !(https://storage.crisp.chat/users/h
Chat: How to send and receive messages using our messages tool?
Chat The Chat room is a tool, which allows you to send and receive messages within your OneHash account. ++Explore > Tools > Chat++ If you send a message to a user, and the user is logged in, it will appear as a pop-up message and the unread messages counter in the top toolbar will be updated. This tool can also be used to maintain internal communications within your organization. To start a Chat: You can click on the Chat icon on the Desk. When you do this, a Chat Box will Pop Up,
Checking Document Links
Checking Link Between Documents Every document can be linked to various other documents in OneHash. The 'Links' tool gives you an option to check if the current document is linked to any previous documents and lists down all the forward links. To do so, you can simply go to the menu and click on 'Links'. A Pop-Up box will open which will list down all the documents that this document has been linked to. !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000/3_897ln
Duplicate a Record
Duplicate Records 'Duplicate' is a feature that helps you to copy values of existing document as it is into a new document. Scenario A customer has placed a 'reorder' for certain items with an electronic items supplier. Since the new Sales Order will have all the details the same as that of the original Sales order, the supplier can simply open the original one and 'Duplicate' the order. The values of the original document will get updated as it is in the new Sales Orde
How to create a new Video?
Video Videos can be added from both Vimeo and YouTube, using the Video DocType. You can add Videos with their URLs, descriptions, thumbnails, etc. Some of its uses are to maintain educational course material and to track personal YouTube video engagement. To access Videos, go to: Go to the awesome bar and search ' Video' Go to the Video list and click on New. Enter the title for the Video. Select the Provider. The default video provider is Y
To-Do Auto Creation
To-Do Auto Creation Every Document in OneHash has an option called 'Assign To' in the sidebar. Using this option, any Document can be assigned to the user. The User would be assigned a ToDo simultaneously. Under such conditions, the three ToDo statuses are defined as per the updates on the assignment. Let's consider a scenario where a ToDo is assigned via an Issue. Let's say that there are 2 l
Deleting and Restoring Documents
Deleting and Restoring Documents In OneHash, you can delete a document if not needed. They can be masters like Items, Customer or transactions like Sales Order, Payment Entries, etc. To delete a document, you can go to the dropdown menu of the document and select 'Delete'. For bulk deletion, you can select multiple Cancelled records and delete them at once from the ListVi
How to assign documents to specific users?
Assignment Assign To is a feature in OneHash that allows you to assign a particular document to a specific user, who needs to further work on that document. For example, if a Sales Order needs to be approved or submitted by the Sales Manager, the first draft user can assign that Sales Order to the Sales Manager. On assigning this document to the Sales Manager, it will be added to that user's ToDo list. Similarly, for a Delivery Note and a Sales Invoice against this sales Order, t
To Do: Get to know all the activities assigned to you and assigned by you.
To Do ToDo is a list of activities that are to be done by a particular individual. In OneHash, a ToDo is a simple tool where you can define the activities to be done. The ToDo List will enlist all the activities assigned to you and by you. A ToDo also gets auto-created when any other Document is assigned to you. Also, checkout [To-Do Auto Creation](https://help.onehash.ai/en/article/to-do-auto-c
Save Filter: Save your filters and apply them often
Save Filter Save Filter is a tool that will allow you to save a certain set of filters which are applied often in a document list or a report so that you can reuse them. To learn more about filters, checkout Search Filter. Let's say, in purchase orders, you need to search for all the purchase orders where the Grand Total is more than ₹
Search Filter Search Filter is an option that permits you to filter the records based on a particular value of a specific field in a Document. Search Filters are available on the ListView and the Report Builder of a Document Type. Each filter option has three fields. **Field ** Select the field of the document based on which you wish to filter the records. All the fields in a form will be selectable in this list. !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000/b
Global Search Global search is a powerful word-processing operation in OneHash that will help you in searching for a particular Document Type or Document. For every sequence of a particular word or a set of characters, you will have a search result. Using Awesome Bar for Global Search Global Search helps users find information quickly. It’s located in the upper right-hand corner in OneHash.
Document Versioning In OneHash, Document Versioning is a feature that lets you keep a track of all the changes made in the form or the document. This feature comes in handy while conducting an Audit Tail to check on what changes were made in a document along with the time of change and the stakeholder responsible. How to Enable Document Versioning Let's assume that we need to enable Document Ve
Multi Company Setup OneHash CRM allows you to create multiple companies in a single OneHash Instance. The Company structure can be parallel, i.e., sister companies, parent-child companies, or a combination of both. The company tree view displays the overall structure of all your companies. Get to know everything about setting up a company in OneHash CRM
Edit Submitted Document
Edit Submitted Document To edit a submitted document, you need to cancel it first. Following are steps to edit submitted documents (these steps assume you have the appropriate permissions for canceling and editing a document). 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
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
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
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
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