Tools

Descriptions of additional tools such as filters or widgets in YetiForce CRM.

Widgets (0)

Graphical elements available in the panel
Creating filters

Creating filters (1)

Instructions that help to understand how to create filters in YetiForce CRM

Email notifications mechanism

The article describes a mechanism used to send email notifications related to changes entered in various records.

Keyboard shortcuts

A set of keyboard shortcuts available in YetiForce CRM and Portal.

Record collectors

Record collector is used to load data from various sources and enables displaying and loading data into the YetiForce CRM system.

2021-03-18_09-03-49.png