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1. configration steps
Base Currency
Navigate to Setup->Finance->Currencies – If your currency is not listed add your own currency. By default with the installation comes only EUR and USD currency.
Localization
Navigate to Setup->Settings->Localization to configure date format and language
Configure General Email
Setup SMTP Email by navigating to Setup->Settings->Email
2. Optional Setup & Information
- Customize email templates by navigating to Setup->Email Templates
- Setup user roles by navigating to Setup->Roles
- Create tax rates by navigating to Setup->Finance->Tax Rates
- Create offline payment modes by navigating to Setup->Finance->Payment Modes
- Predefined sales items – You can add items by navigating to Sales->Items
- Country-specific options
- If you are gonna use the support system setup departments by navigating to Setup->Support->Departments
- Additionally, you can take a look at all the option that Business24 CRM offer in Setup->Settings
- Looking for a way to quickly create or access features? Read about Business24 CRM hotkeys
- More info about contact permissions can be found