Search Results

In KiyoCRM Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each...

In KiyoCRM the Projects module allows the User to arrange their organization’s projects by tracking a number of Tasks and allocating resources. Once set up, a project can be visualized in the form of a Gantt chart or using the project grid. List View Action...

This module allows you to quickly present these systems in the form of summary tables or graphs. Create a Spot In the module menu, select Create bulletin. Fill out the basic information: Spots: The name of the Spot being created. Scope of an...

This module is used to manage information about employees in your organization. Access to the module is through the user menu, which is displayed at the top right of each page: All users added to the system through the Administrator panel are automatically ...

This module allows you to create document templates. In the future, based on these templates, PDF documents or emails can be created, in which the necessary data from KiyoCRM will automatically be added during the merge process. Creating a PDF Template In ...

The knowledge base can be used as a structured repository of solutions coming Appeals. When a new treatment is entered into the system, the system compares the topic of the new treatment with the topics and contents of the existing Knowledge Base articles and ...

Workflows is a module for KiyoCRM allowing users to create custom workflow processes. Historically this module was called Advanced Open Workflow (AOW). It allows users to trigger various system actions based on conditions from any KiyoCRM module. Creating a W...

In Workflows, there is a particularly powerful and complex Action called Calculated Fields which allows you to do operations on the values in the records you’re handling. Adding Parameters It is possible to add parameters to the formulas by using the dro...

Event Locations The Locations module is used to capture the venue/site information where events are held. Creating Locations 1. Access locations module from second side nav bar and select 'Create Location'. 2. This will take you to the Ed...

Advanced Open Reports (AOR) is the reporting module within KiyoCRM. AOR can be accessed by clicking the 'Reports' link within the navigation menu. The reporting module allows users to report on CRM data from any module and has many features to ...

Rescheduling a Call To reschedule a Call, you can click the 'Reschedule' button on the Detail View of a Call which has been defined as Outbound and Planned. Defining the Details Clicking the Reschedule button will produce a pop up or dialogue bo...

Mail Accounts Overview Configuring email for KiyoCRM provides a wide range of features, including sending personal emails to contacts, automatic creation of cases, sending notifications for events using Workflows and sending email marketing Ca...

1. Intro This guide will explain how to configure a client on Microsoft Azure and then use the information from Microsoft Azure to configure an OAuth Provider in KiyoCRM. 2. Register KiyoCRM App in Microsoft Store The following steps assume that...

1. Intro On KiyoCRM 7.13.1 and 8.2.3 versions, the “From” dropdown list, depicted on the following image, has been updated. As well as the new styling, the field behaves differently. By default, it now shows the list of all Outbo...

1. Intro This guide will explain how to configure an inbound email connection using a previously configured OAuth Provider. As example we will use a Microsoft account, however the steps should be similar for other providers In this...

1. Intro This guide tries to provide a more in-depth description of the configurations in the External OAuth Provider module 2. Types Of records As an admin you can create two types of records: Personal Thes...

1. Intro This guide will explain how to configure the visibility defaults that are applied to Inbound Email and related records, as well as the way you can configure Security Groups. 2. Personal Records Default Visibility Inbound Emails, External ...

Overview This guide documents the settings on the Users section of the Administration panel. A user represents someone who can log in to your KiyoCRM system. In addition to the basic information (name, title, address, phone number etc) contained in...

Roles and Security Group settings are managed from the Users section of the Administration Panel. The settings allow you to restrict access to sensitive data in KiyoCRM to specific teams (groups). There are many options to allow you to configure it to your ...

System Settings  User Interface  These user interface settings apply system-wide, although some (for example Show Full Names) can be overridden by individual users in their user profile. Listview items per p...