• How to integrate with Xero

    Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab in the top menu, open the ‘Xero’ section and select the ‘Connect Xero’ button. Follow the prompts and login to Xero. Navigate to Settings > connected apps > Firehawk CRM…

  • How to reauthenticate Xero integration

    Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab in the top menu, open the ‘Xero’ section and select the ‘Remove Xero’ button. In Xero navigate to Settings > connected apps > Firehawk CRM v2 > Disconnect. Back in…

  • Setting up new Boards

    To setup a new board you click the + next to boards in the left hand menu ( or select ‘Add New’ from the dropdown) Select further options such as what sort of board it is (i.e does it show projects, tasks or clients as the cards.) Add a title…

  • 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 “Accounts”. Click the “+” next to “Leads” if it is a new Lead customer Lead or the “+” next to “Accounts” if it is a standard client account. In the…

  • Viewing a Customer’s Order History

    Click on “Clients” in the left hand menu of FireHawkCRM. A list of all clients will appear. Using the search box you can search for the client you are looking for. Click on the client you are searching for, to open the record for the client. Once inside the client…

  • Purchase Orders – Booking in Stock

    Create the Purchase Order Hover on “Stock” in the main left hand menu of FireHawkCRM and click on the “+” next to Purchases to create your purchase order. Alternatively click on “Purchases” and press the “New” button at the top right of the Stock Purchases table. A pop up modal…

  • How to create an Order

    In the left hand main menu of FireHawkCRM, Click on “Resources” and then “Orders” and “View All”. (Alternatively you can visit the Orders list within a client’s finance tab) Click on the “New” button at the top right of the ‘Orders’ table. If you are in the main ‘Orders’ list…

  • How to create a Quote

    Click on “Quotes”, under “Finances”, in the left hand menu of FireHawkCRM (alternatively you can visit the Quotes list within a client’s finance tab) Click on the “New” button at the top right of the quotes table. If you are on the main quotes list (not inside of a client…

  • Updating Pricing on Variations (Bulk)

    This guide is designed to work with the WooCommerce Product CSV Import Suite Login to the WordPress backend of your website Create the variable product in FireHawkCRM. The product in FireHawkCRM should be set to “Variable” and “Using custom variations?” set to “Yes” in the WooCommerce settings. Now that the…

  • 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 click the support link in the bottom left hand corner of CRM. Our team work hard to resolve any support ticket submissions as soon as possible and will communicate with…