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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
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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 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
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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
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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
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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:  of your Company.
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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
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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
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Search Filter
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
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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
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Global Search
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
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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,
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