Dashboard: Get a quick view of the key performance indicators
Delete Submitted Document
How to manage your taxes with each transaction?
Security and Administration Settings
Notes: Keep a note of your lists, passwords, or T&C
How to set your company sales goals/targets?
Difference Between System User and Website User
Get a descriptive layout of your data using the Kanban Board
Calendar: Keep a track of all your events with our calendar tool
Deleting and Restoring Documents
To-Do Auto Creation
How to assign documents to specific users?
Duplicate a Record
Chat: How to send and receive messages using our messages tool?
How to create a new Video?
Checking Document Links
Save Filter: Save your filters and apply them often
To Do: Get to know all the activities assigned to you and assigned by you.
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?