When you want to store documents, scanned contracts, some general pieces of text information at the client record, then you can use the knowledge base function.

You can find this at the main page - Info panel:

You can add a new knowledge base record by clicking the plus sign at the Knowledgebase panel:

Every knowledge base record has a registration number (1), which is automatically given, although you can change the prefix of it at the software settings (Settings - General preferences - Serial number handling).

You can set the subject of it to know what this record is about. After it you can type some text information in the Text field.

If you have much to write, it's a good idea to use the zoom function (2), which will help you see more text at once.

You can attach files and photos to the knowledge base record, by clicking on the add file button (3). You will be prompted to choose the file.

You will see the thumbnails of the attached photos and files on the right:

By clicking on the thumbnails, you can browse them, export them, print them and also delete them if you don't want that particular attachment.

When using CRM+ as a multi-user system, there can be many knowledge base records that contain sensitive data, which you don't want to be seen by everyone, just those, who need to see them.

CRM+ has the ability to restrict a knowledge base access by assignments (4).

For example you have a contract, or some kind of budgeting information that you don't wish to be seen by everyone, but you do would like it to be seen by the CEO and by the managers. Then you just simply click on the plus sign next at the restriction panel, and add the CEO, then the manager position:

In this case, only the CEO, and those who have manager assignment will be able to open that record and see the contents of it. Those who don't have neither CEO nor manager position will only see “Locked entry” in the list, and won't be able to open it. They even won't know what that record is about, as neither the subject nor the body will be visible to them.

Notice: There is a privilege that lets a user see every knowledge base record even when he doesn't have access to it:

You can also import an email content with its attachments to knowledge base records. Just simply open your email software (Outlook 2003,2007, OS X Mail supported only!), select the email you wish to import. Switch back to CRM+, and press the import email button (5).

The content of the email will be instantly copied to the the appropriate fields. For more information on email importing, please read the email importing guide.

There is another knowledge base area in the software. This is at the users' settings (Settings - User setup):

It's mainly used, when CRM+ is a multi-user system, although you can use it when using a single user edition.

It's good idea to store here user related documents (such as work contracts, CVs, etc):

The usage of this is the same as the clients' knowledge base.

You can search knowledge base at the search panel:

You can search by date, subject, body and by creator.