admin Online edition The online edition gives you the possibility to change the values whenever you want. This has been implemented in both the List View and Detailed View, providing an advantage for users who want to change field values quickly, reducing the number of processes that would normally be taken to edit the entire record. … Read more
Records management We have covered the different views that are presented to you, so now we will move on to record management. In this section, we will cover all areas of record management so that you can efficiently store and manage customer data. Creating Records You can create records within the modules from several different … Read more
Views Within the CRM you will be presented with several views. These views are structured to present you with key information through the records management process. There are three main points of view: – View of the list – Details view – Edit view All of these views have specific purposes and are described in … Read more
Homepage The home page is the first page that is displayed for subsequent authentication. The home page has several elements that can be used and configured, such as Dashlets, Tabs, and the Sidebar. Dashlets Dashlets are user-configurable sections that are displayed on the home page that give you a quick overview of your records and … Read more
Navigation elements The ability to easily view and navigate CRM areas is key to improving productivity and user adoption. SuiteCRM has a clear user interface that has several elements that we will deal with in this section. Top navigation menu The top navigation menu is the main menu that users will use to navigate to … Read more
Manage user accounts There are many configuration options available to users once they log in to the system. You can modify your preferences by clicking on their name in the upper right section of the navigation menu. User profile sheet Once you have clicked to access your preferences, you will be directed to the “Profile” … Read more
OnlyOffice is a word processor that we have in our Nextcloud. If this does not appear, we will contact our Nextcloud provider. The benefits of OnlyOffice are many, here we have a few of them. Compatibility with Microsoft Office and Open Document documents: DOC, DOCX, ODT, RTF, TXT, PDF, HTML, EPUB, XPS, DjVu, XLS, XLSX, … Read more
Talk is an application that includes Nextcloud (if you do not see us, we will contact our Nextcloud provider) that we can use both to send and receive messages in the form of chat and to make video-calls with either a single person or a group of people. 1. To start using Talk in Nextcloud … Read more
The external storage application allows us to mount external storage services, such as Google Drive, Dropbox, Amazon S3, SMB / CIFS file servers and FTP servers in Nextcloud. Our Nextcloud server administrator controls which of these are available to us.
Going to Settings, located in the drop-down that appears by clicking on the icon of our account located on the top right, we will access the Security section. In this list we can see both the browsers and the mobile devices and tablets in which our Nextcloud account has logged in. Pressing the three points … Read more
