To clear the Cache using the Google Chrome browser, click the three dots in the top right hand corner of chrome. Then select the ‘More tools’ option and then ‘Clear browsing data’ In the popup modal choose ‘All time’ and deselect the ‘Browsing history’ tab, then clear everything else.
Email templates make communication from CRM simple and efficient. To create a new email template, select ‘Communications’ from the main left hand menu in CRM and then ‘Emails’ and ‘Templates’ In the top right menu ribbon select ‘New’ to create a new template. Fill in the template details and select…
Navigate to the related client in CRM then click the bell icon in the top right hand corner of the header ribbon menu to unfollow, and stop receiving notifications. Click the icon again to start following. This applies to every client type within CRM.
To archive a comment, in the left hand main menu, click on “communications” then “comments”. From the list of comments select the edit rows icon in the top menu ribbon. Using the check box to the left of the comment to select the one you wish to archive and then…
FireHawk CRM connects to your WordPress site using WooCommerce to display your stock and products. If your are having trouble with the updating or display of products in your Woo Commerce store please check the following settings within your stock item in CRM: The product image can be updated/replaced in…
It’s simple to assign an email to a client in FireHawk CRM. In the main left hand navigation menu go to Communications – Emails – View All. assign to a client from the list. Within the email in the top right corner select the correct client from the client picker…
FireHawk are serious about security and the 60 minute time-out occurs only after inactivity for this period of time and has been implemented to ensure good safe practices. It is in line with other cloud-based software. We know not everyone works in a public space and might find this time-out…
Suppliers are businesses or individuals who provide you with a service or item which complements the service you in your business. Some great examples for a design company would be printers, content writers etc.. To add a new supplier, navigate to ‘Resources’ in the left hand menu. By hovering over…
To add a new piece of stock navigate to ‘Resources’ in the left hand menu. By hovering over ‘Stock’ a side menu will pop out to the right and it is here you will see ‘Add New’ and a + symbol. Click the + symbol to add a new stock…
To edit a comment you have made on a client file simple click the three dots icon to the right of the comment and select ‘edit’. In the pop up modal, type your new/edited comment and click the arrow to save the changes or alternatively click the ‘Close’ button to…