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Parties
Parties are users which either sales or purchase an item/product from your store/shop. You can cr...
Email Settings
You can receive email for some activity like purchase, sales, expenses etc. To receive email firs...
Roles & Permissions
By using roles & permissions you can control your staff members. Permissions are predefined and y...
Developer Tools
Studio The Studio tools allow you to customize the information shown in the modul...
1.4 Search Syntax
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM Elasticsearch...
SSO
Azure SAML Single Sign On The following documentation is for KiyoCRM Versi...
Google Credentials and Syncing
This enhancement is in Beta please help by providing us your feedback! It is only available in ...
1. How to configure a Microsoft OAuth Provider
1. Intro This guide will explain how to configure a client on Microsoft Azure and th...
System
System Settings User Interface These user interface settings ap...
Roles and Security Groups
Roles and Security Group settings are managed from the Users section of the Administration Pane...
Sales Module Settings
AOS Settings The Advanced Open Sales suite of modules allow you to manage the p...
Google Maps
This section allows you to configure the settings for integrating KiyoCRM with Google Maps. Goog...
Studio
Introduction The Studio tools allow you to customize the informat...
1.6 Troubleshooting
This enhancement is only available in KiyoCRM from version 7.11 onwards. In order to make the ...
Users
Overview This guide documents the settings on the Users section of the Administration ...
4. External OAuth Provider Overview
1. Intro This guide tries to provide a more in-depth description of th...
3. How to configure Inbound Email with OAuth
1. Intro This guide will explain how to configure an inbound email con...
Spots
This module allows you to quickly present these systems in the form of summary tables or graphs. ...
Projects
In KiyoCRM the Projects module allows the User to arrange their organization’s projects by tracki...
Cases
In KiyoCRM Cases are used to record interactions with Customers when they ask for help or advice,...