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Assistants, portals and administrationSettings and administration
  1. 22.1Organization
  2. 22.2Team & Access
  3. 22.3Communication
  4. 22.4Sales
  5. 22.5Contacts
  6. 22.6Accounting
  7. 22.7Inventory
  8. 22.8Approvals
  9. 22.9CRM and HRMS
  10. 22.10Developer
  11. 22.11Integrations
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22.9CRM and HRMS

Chapter 22 · Settings and administration·1 min read

The configuration groups for CRM (Chapter 18, section 18.10) and HRMS (Chapter 17, section 17.13) are listed here as well, so every setting is reachable from one place.

Related articles

18.10CRM settingsSettings → CRM (in the main Settings module) groups fifty configuration screens: Group Screens People and roles Users (who works in CRM), CRM roles and…CRM — leads, accounts, opportunities and forecastingRecommended setup order for a new organisationIf you are setting up LedgersLab for the first time, work through the chapters in this order. Each step builds on the one before it. Create your account and…About this manual2.1The WorkspaceSigning in lands you on the Workspace — a grid of cards, one per module you have access to. Each card shows the module's icon, name and a one-line…The Workspace and finding your way around2.2Inside a moduleChoosing a module changes the frame around the page: The left rail now lists only that module's pages, starting with Overview. The active page is…The Workspace and finding your way around
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  1. 22.10Developer
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  3. 23.1Notifications
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