Delete Submitted Document
How to manage your taxes with each transaction?
Dashboard: Get a quick view of the key performance indicators
Security and Administration Settings
Bulk Rename
Using Tags
Difference Between System User and Website User
How to set your company sales goals/targets?
Get a descriptive layout of your data using the Kanban Board
Notes: Keep a note of your lists, passwords, or T&C
Access Logs
Search Filter
Calendar: Keep a track of all your events with our calendar tool
Renaming Documents
Deleting and Restoring Documents
Chat: How to send and receive messages using our messages tool?
To-Do Auto Creation
Checking Document Links
How to assign documents to specific users?
How to create a new Video?
Duplicate a Record
Global Search
Multi Company
To Do: Get to know all the activities assigned to you and assigned by you.
Save Filter: Save your filters and apply them often
Document Versioning
Edit Submitted Document
Get to know everything about setting up a company in OneHash CRM
Setting Up Taxes
Which are the Global Defaults for a new document?
How to create a Letter Head?