• How to add an attachment to a quote template

    Add the attachment file by selecting Resources- Files in the left-hand menu of CRM. Once uploaded, click the … on the line of that file to copy the URL. Next create an Email Template by clicking Communications – Emails-Templates in the left-hand menu of CRM. Name the new template ‘Quote’….

  • Slack tab on a client

    If you’d like to store your teams Slack conversation about a particular client, we have created a simple way to link a Slack Channel to a FireHawk client. It is slightly more advanced because it requires you creating a webhook, but once you’ve done it a few times it will…

  • 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 is no longer required, we suggest archiving them instead of deleting the record. In any CRM clients tend to be linked to many other items, or they have things attached…

  • Tables in FireHawkCRM

    Tables in FireHawkCRM are really versatile, you can manipulate them to show different views of data. Tables remember the filters that you’ve chosen for them. These are your remembered settings only, so other users in your team can have differing views of the same data. If you have picked a…

  • Adding categories

    When adding stock and suppliers it is helpful to add categories so that reports and searches can be filtered into groups. To add a Stock Category, click resources in the left-hand menu, then hover over Stock so that the sub menu appears, then the click the + symbol beside Categories….

  • 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 will take you to the full client list.  If you click the + next to a client this will allow you to add a new one. A pop-up will appear…

  • How do I Change my Password?

    This is only a sample article, you can now start creating your own content. Why Choose KnowAll? KnowAll from HeroThemes is the ultimate Knowledge Base theme for WordPress. It comes pre-packaged with all the tools to setup and manage a successful support center. Reduce support tickets and have happier Customers…

  • Contact Support

    If you are having issues with something in FireHawkCRM and you can’t find the answer in this knowledgebase, here are a few handy hints that might get you back up and running. Try the below one at a time, if none of them work, throw your computer through the window,…