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…
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…
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…
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…
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…
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…
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…