Administration
Emails
Mail Accounts Overview Configuring email for KiyoCRM provides a wide range of fe...
1. How to configure a Microsoft OAuth Provider
1. Intro This guide will explain how to configure a client on Microsoft Azure and th...
2. Compose Email 'From' Dropdown Behavior Compose Email 'From' Dropdown Behavior
1. Intro On KiyoCRM 7.13.1 and 8.2.3 versions, the “From” dropdown lis...
3. How to configure Inbound Email with OAuth
1. Intro This guide will explain how to configure an inbound email con...
4. External OAuth Provider Overview
1. Intro This guide tries to provide a more in-depth description of th...
5. Configuring Security Groups for Inbound Email
1. Intro This guide will explain how to configure the visibility defaults that are app...
Users
Overview This guide documents the settings on the Users section of the Administration ...
Roles and Security Groups
Roles and Security Group settings are managed from the Users section of the Administration Pane...
System
System Settings User Interface These user interface settings ap...
Developer Tools
Studio The Studio tools allow you to customize the information shown in the modul...
Search
1. Elasticsearch This enhancement is only available in KiyoCRM from version 7.11 onwards. Tab...
1.1 Introduction
This enhancement is only available in KiyoCRM from version 7.11 onwards. Elasticsearch is an ind...
1.2 Set up Elasticsearch
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM 7.11 requires E...
1.3 Set up Elasticsearch integration
This enhancement is only available in KiyoCRM from version 7.11 onwards. Configure the Elasticse...
1.4 Search Syntax
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM Elasticsearch...
1.5 Command Line Tools
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM’s Elasticsear...
1.6 Troubleshooting
This enhancement is only available in KiyoCRM from version 7.11 onwards. In order to make the ...
Studio
Introduction The Studio tools allow you to customize the informat...
Google Maps
This section allows you to configure the settings for integrating KiyoCRM with Google Maps. Goog...
SSO
Azure SAML Single Sign On The following documentation is for KiyoCRM Versi...
Sales Module Settings
AOS Settings The Advanced Open Sales suite of modules allow you to manage the p...
Google Credentials and Syncing
This enhancement is in Beta please help by providing us your feedback! It is only available in ...