Creating a support ticket We’re here to help! To create a support ticket for an issue, new feature, addition request and everything in between...
Understanding the Support Board You can access the support board by clicking ‘Support’ in the left hand menu in FireHawkCRM and then selecting ‘View...
Contact Support If you are having issues with something in FireHawkCRM and you can’t find the answer in this knowledgebase, here are...
Adding categories When adding stock and suppliers it is helpful to add categories so that reports and searches can be filtered into...
How do I add a Client? In the left hand menu you will find Clients with a + next to it. Clicking on the word clients...
Can I delete a Client? You cannot delete a client from FireHawkCRM. Deleting records in the CRM has wide ranging repercussions. Even though the client...
Tables in FireHawkCRM Tables in FireHawkCRM are really versatile, you can manipulate them to show different views of data. Tables remember the filters...
How to login to FireHawk CRM How to login:Go to your FireHawk Funerals CRM team URL ( e.g xxx.firehawkcrm.com)Enter your email address and your password. How to...
Updating logos on all emails To update the logo to appear on all email communication, click on your team icon in the top left hand...
How to add a new Customer/Client Click on the arrow to the right of “Clients”, in the left hand menu, to show the options “Lead” and...
How to amend my comments To edit a comment you have made on a client file simple click the three dots icon to the right...
Adding Stock To add a new piece of stock navigate to ‘Resources’ in the left hand menu. By hovering over ‘Stock’ a...