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1.5 Command Line Tools
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM’s Elasticsear...
1.3 Set up Elasticsearch integration
This enhancement is only available in KiyoCRM from version 7.11 onwards. Configure the Elasticse...
1.2 Set up Elasticsearch
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM 7.11 requires E...
1.1 Introduction
This enhancement is only available in KiyoCRM from version 7.11 onwards. Elasticsearch is an ind...
Search
1. Elasticsearch This enhancement is only available in KiyoCRM from version 7.11 onwards. Tab...
5. Configuring Security Groups for Inbound Email
1. Intro This guide will explain how to configure the visibility defaults that are app...
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...
Emails
Mail Accounts Overview Configuring email for KiyoCRM provides a wide range of fe...
Introduction
The KiyoCRM Team and VisionKiyoCRM is a result of the innovation, dedication, and long-standing e...
Workflow Calculated Fields
In Workflows, there is a particularly powerful and complex Action called Calculated Fields whic...
Reschedule
Rescheduling a Call To reschedule a Call, you can click the 'Reschedule' button on the...
Reports
Advanced Open Reports (AOR) is the reporting module within KiyoCRM. AOR can be ac...
WorkFlows
Workflows is a module for KiyoCRM allowing users to create custom workflow processes. Historicall...
Emails
The Emails module in KiyoCRM allows Users to view, store, compose, send and receive email from th...
Email Templates
Email templates are used to send standardized responses and notifications via email. Adding varia...
Getting Started
The login page provides secure access to the KiyoCRM system for registered users. It supports t...