Table of Contents

Welcome to CRM+ wiki pages

Here you can find the CRM+ user manual in searchable wiki format.

Editions

Compare the different CRM+ editions
Overview of the different CRM+ editions
License and service pricing
System requirements
Version history

Setup

Localization possibilities
Letter and envelope format setup
Updating the CRM+ software
Translation tool

Using CRM+

Backing up your database
Importing
Client categories
Knowledge base
Invoicing
Searching
Attached companies
Adding contacts
Competitors and adding competitors to clients
Client extra fields
Email importing
Working with contact lists (exporting, bulk mailing)
Using mailing lists (built-in, external)

Overview entry

Main page
List view

History entry

History records
Adding a history record
Communications history
Forms
Offers

Reminders

Reminders
Calendar

Projects

Projects
Project histories
Milestones
Reports

iPhone user interface

Interface