To make things easier for your workflow, templates are a great idea. They save time and also ensure invoice items cannot be missed. Depending on your user permissions you may or may not have access to all options in the left-hand menu. To create quote templates you will need to…
Click the ‘Edit Rows’ icon in the top right of the client or stock list. 2. Tick the box on the left of the row/item you wish to archive and then select the ‘Archive’ icon box on the right of the screen next to the list icon.
If you are having issues sending items to Xero it usually means that the stock is not configured correctly in FireHawkCRM (i.e missing a Xero Account Code) As a result the plug-in doesn’t know which chart of accounts to assign the item to. This is the same for purchase orders…
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’….
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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…
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…
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…
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…
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….