Tensorthings

Development that matters

Documentation

This Documentation is always up-to-date with the latest Version of TT-CRM. If you have a custom installation or custom features your version might have different functionalities.

Additional to these Pages you can check the Build-In Documentation of TT-CRM. You can find it at the footer of your running TT-CRM (click here to see our manual pages).

General Functions

Companies
How to save and edit Companies, with Contacts and Bank-Accounts.

Configuration of TT-CRM
Setup the System and Document Server, and create Roles for the User.

TT-CRM Dataview
Create custom Views from your Data and export them.

Contacts
Create, Save, and edit Contacts.

Products and Billing
Create Products and create recipes/bills for Companies and Contacts.

Tasks and Activity-Tracker
Track Activities and create Tasks for Contacts and Companies.

Dashboard
The Dashboard of TT-CRM.

Configurations

General Configuration
General Configuration of TT-CRM

Roles and Login
Remove and hide features from Users of TT-CRM and create Roles

WhatsApp for Business Setup
Setup WhatsApp for Business for TT-CRM and enable it for Customers

Document Server Setup
Setup of the Storage for Documents and limitation of Uploads

2FA Setup
Setup the Security feature for the Users

WhatsApp for Business Setup
Setup the embedded WhatsApp for Business Messenger

Other Topics:

Change the Logo of your CRM
How to give your CRM a little more of your personality

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