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Using OneHash CRM
Learn how to navigate your way around the user interface and helpful utilities
Get to know everything about setting up a company in OneHash CRM
Company Setup A company is a legal entity made up of an association of people for carrying on a commercial or industrial enterprise. In OneHash, the first Company is created when an OneHash account is set up. For each Company, you can set a domain as 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 Company list, click on N
How to manage your taxes with each transaction?
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 CRM allows you to make configurable tax templates that you can apply to your sales or purchase transactions. 1. Tax Accounts For Tax Accounts that you want to use in the tax templates, go to: Select an account and click on edit. Select the 'Account Type' as 'Tax' for the
How to create a Letter Head?
A Letter Head contains your organization's name, logo, address, etc which appears at the top portion in 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 Head master. 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 for setting up t
Dashboard: Get a quick view of the key performance indicators
Dashboard 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 Charts each of which are 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. 3
How to set your company sales goals/targets?
Setting Company Sales Goal Defining and achieving sales goals/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 stats. You can set the Sales Target field to track progress against the graph: !(http
Bulk Rename Using the Bulk Rename tool, you can choose to rectify/change multiple document IDs at once. This tool is only accessible to the User who has the System Manager role assigned. You can rename IDs of up to 500 records at a time. The following are steps to bulk rename bulk 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
Renaming Documents Using 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/6f1c2c7b8034d000/ren
Tags Using Tags 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/6f1c2c7b
Security and Administration Settings
This section would deal with system-wide configuration of the account. To open System Settings, go to: ++Home > Settings > System Settings++ Country: You can set the default country here, this will be fetched when creating new addresses. Time Zone: Sets time automatically based on the time zone. Language: Sets the global language for the OneHash CRM
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++ Or search from the search bar. Whenever a new document is created, these values will be set as default. • Default Company • Current Fiscal Year • Country • Default Distance Unit • Default Currency •
Duplicate a Record
Duplicate Records 'Duplicate' is a feature that helps you to copy values of existing document as-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 Order. Any chan
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 to other Users 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 Chatbo
Calendar: Keep a track of all your events with our calendar tool
Calendar The Calender is a Tool which helps you to create, share and keep track of events in your OneHash account. You can have a Day, Week or Month view in a calendar. To access calender, go to: ++Home > Tools > Calender++ Go to Calendar and click on New. Enter the Subject and the Start Date of the event. Save. !(https://storage.crisp.chat/users/help
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/original_1q7n
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 your company's sensitive information like transactions or financials. 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 Syste
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, the assig
Notes: Keep a note of your lists, passwords, or T&C
Notes Notes is a tool that can be used for Personal Note Taking purposes. 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 Note list and click on New. Enter the Title of the Note. Enter the Content o
To Do: Get to know all the activities assigned to you and assigned by you.
To Do ToDo is a list of activities that is 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-
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
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 List View. !(https://stora
Get a descriptive layout of your data using the Kanban Board
Kanban Board Kanban Board is a tool which will give you a descriptive layout of your data in OneHash based on status and a virtual board. This board shall consist of cards which represent the 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 work-flow
Difference Between System User and Website User
Difference Between System User and Website User Question: I have added my Employee as a User and have assigned them Roles as well. Still, they are not able to view Dashboard on the login. Answer: There are two type of Users in OneHash. System User: They are Employees of your company. Example of Roles assigned to System Users are Account User, Sales Manager, Purchase User, Support Team etc. Website User: They are to parties (like Customer and Suppliers) of your Company.
Document Versioning In OneHash, Document Versioning is a feature that allows you to track all the changes made in a form or a document. This feature comes 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 Versioning f
Search Filter Search Filter is an option that allows you to filter the records based on a particular value of a specific field in a Document. Search Filters are available on the List View 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/or
To-Do Auto Creation
To-Do Auto Creation Every Document in OneHash has an option called 'Assign To' in the side-bar. 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 levels
How to create a new Video?
Video Videos can be added from both Vimeo and YouTube, using the Video DocType. To access Videos, go to: ++Home > Tools > Video++ Go to the Video list and click on New. Enter the title for the Video. Select the Provider. The default video provider is YouTube. Enter the URL to access the Video. You can optionally add a publishing date and duration of the video in minutes. You can also add some description for it. Save. !(https://stora
Global Search Global search is a powerful word-processing operation in OneHash which 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
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 Cancel button on upper right corner of submitted document. Step 2: Delete the document On c
Edit Submitted Document
Edit Submitted Document To edit a submitted document, you need to cancel it first. Following are steps to edit submitted document. These steps assume you have the appropriate permissions for cancelling and editing a document. Step 1: Cancel Submitted Document You will find Cancel button on upper right corner of submitted document. Step 2: Amend the document On cancellation of submitted docume
Personal Data Download
Personal Data Download As a part of GDPR compliance, OneHash has Personal Data Download. Personal data download tool enables a user to automatically download all the personal data they have generated while using OneHash. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities,