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Studio  The Studio tools allow you to customize the information shown in the modules and how it is displayed. See the dedicated Studio guide for more information on how to use the Studio tools. Rename Modules  Use this panel to rename a KiyoC...

1. Elasticsearch This enhancement is only available in KiyoCRM from version 7.11 onwards. Table of Contents Introduction Set up Elasticsearch Set up Elasticsearch integration Search Syntax Command Line Tools Troubleshooting

This enhancement is only available in KiyoCRM from version 7.11 onwards. Elasticsearch is an indexing engine that is built specifically to have almost real-time search results, optimized for searching text strings. It is built in Java and runs as a separate s...

This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM 7.11 requires Elasticsearch 5.6. KiyoCRM 7.12 requires Elasticsearch 7. Elasticsearch requires Java 8 to run, supporting only Oracle Java and OpenJDK. The quickest ways of havi...

This enhancement is only available in KiyoCRM from version 7.11 onwards. Configure the Elasticsearch connection  Go to the admin panel, scroll down to the Search settings, and open the Elasticsearch setting page. Enable Elasticsearch from the checkbox and fi...

This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM Elasticsearch engine makes use of Elasticsearch’s Query String DSL. This allows very advanced search query to be performed. For a complete understanding check the official doc...

This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM’s Elasticsearch integration ships with two useful command-line tools powered by Robo. These two commands allow to perform indexing and searches from the command-line, making d...

This enhancement is only available in KiyoCRM from version 7.11 onwards. In order to make the troubleshooting process easier for the Elasticsearch extension, a separate file is used to offer very verbose and dedicated logging: search_index.log. This is most...

Introduction  The Studio tools allow you to customize the information shown in the modules and how it is displayed. To access Studio, log in as an Administrator user. In the top-right corner of the screen you find a menu with a ...

This section allows you to configure the settings for integrating KiyoCRM with Google Maps. Google Map Setup  Before you start working with maps, you must obtain an API key and save it in the system. To do this, in the Administration panel in the subsection ...

Azure SAML Single Sign On The following documentation is for KiyoCRM Version 7.x; to see documentation on the same topic for Version 8+ Azure SAML Single Sign On  KiyoCRM can utilize a third-party identity provider such as Microsoft Az...

AOS Settings  The Advanced Open Sales suite of modules allow you to manage the post-Opportunity Sales processes such as Quoting, Invoicing and recurring Contracting.   You can customize the following settings within the AOS Settings: ...

This enhancement is in Beta please help by providing us your feedback! It is only available in KiyoCRM versions 7.11 and newer. Overview  KiyoCRM has the ability to synchronize a user’s meetings with their Google Calendar. This is a bidirectional sync, and...

After successful registration re you have to update settings according to your business like your business/shop name, logo etc. Company Settings This is a special setting which is only visible to user with Admin role or having permission Company Settings. Yo...

By using roles & permissions you can control your staff members. Permissions are predefined and you can create roles according to your requirement and assign permissions to that role. Each staff member must have a role. So that staff member access to that part...

You can receive email for some activity like purchase, sales, expenses etc. To receive email first you have to setup email settings. Follow these steps to setup email settings : Select Mail Driver as SMTP From Name : name from which you want to receive ema...

Parties are users which either sales or purchase an item/product from your store/shop. You can create a party from Parties menu from sidebar. There are two types of parties in our app: Customers Suppliers Customers We sales items to customers. You can ...

You can create brands, categories and products from Product Manager menu. All these are common for every warehouses/stores. But for products opening stock, purchase price, sales price tax, custom fields, wholesale price are different for each warehouse/store. ...

When you want to add new sale. You can do it from Sales → Sales menu. You can filter sales by party, invoice number, dates. Also, you can get paid and unpaid sales status automatically when you add some payments to sales. Following action can be performed on s...

Add new purchase from Purchases → Purchases menu. Filter puchases by party, dates, invoices number. Add payment from party for purchase and payment status will automatically calculated. Following action can be perfomed on sales : Get purchases by payment st...