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  • How to set up the send email function in Radius CRM?

    2019-04-25 12:29:24
    You will need to configure SMTP settings for Radius CRM if you want to send invoices, estimates, overdue reminders etc.  The SMTP settings will act as a general email from Radius CRM for all emails that will be sent. To set up the send...
  • How to create and set up a new currency?

    2019-08-12 16:32:14
    Create new currency To create a new currency go to Setup -> Finance -> Currenc...
  • How to set up Google Features in Radius CRM?

    2019-08-12 16:35:18
    Google Configuration / Features From version 2.2.0 Google configuration is moved into a separate config tab in Setup-> Settings-> Google, this will allow a clear overview of all related Google settings and features integrated int...
  • How to setup an invoice overdue notice?

    2019-08-19 11:51:03
    You can send invoice overdue notice manually or automatically with Cron job. ...
  • How to track sent emails in Radius CRM?

    2019-11-15 14:58:23
    From version 2.0, there is a new unique feature added in Radius CRM for tracking sent emails if they are opened by the "sales" features users. This feature will help you to easily determine eq. if the contact opened the email when you sent the inv...
  • How to add Items/Products?

    2019-11-15 15:07:01
    Items submenu is a Radius CRM feature that will allow you to create predefined items and products which will speed up the process when creating new invoices/estimates/proposals. To access on it, first click on “Sales” menu and on ̶...
  • How to add new tax in Radius CRM?

    2019-11-15 15:09:19
    Radius CRM gives you the abili...
  • How to create a payment mode?

    2019-11-15 15:10:23
    Payment Modes To create a new payment mode, go to Setup ->Finance ->Payment Modes and click on the top left button New Payment Mode. ...
  • How to set up the auto close tickets in Radius CRM?

    2019-11-18 11:19:52
    Radius CRM offers you the ability to auto-close inactive tickets for ...
  • How to allow access to tickets to non-staff members?

    2019-11-18 13:20:31
    By default, access to tickets to none staff members will be d...
  • How to set up the maximum number of ticket attachments in Radius CRM?

    2019-11-18 13:24:10
    With Radius CRM, you have the possibility to set up a maximum number of attachments in the ticket. To access to the configuration, go to...
  • How to customize ticket statuses?

    2019-11-18 13:26:45
    You can easily customize ticket status by going to Setup->Support -> Ticket statuses ...
  • How to create a Tag?

    2023-12-19 13:52:11
    The Tag allows you to identify your client, lead, or project according to group identifications that you prefer to filter later. As an example, if you have ten types of clients or projects depending on their sector of activity, or their specific n...
  • How to setup ticket email templates?

    2019-11-18 13:28:08
    You can easily customize all ticket email templates by going to Setup -> Email Templates -> Tickets Here is a list for all ticket email templates: ...
  • How to configure allowed file extensions in Radius CRM?

    2024-01-12 02:30:35
    For the support function, allowed file extensions are separated from file extensions allowed by the overall system. To configure support ticket file extensions, go to Setup -> Settings -> Support -> General -> Allowed at...
  • How to export invoices/quotes/payments/customers/projects/leads.... in Radius CRM?

    2024-01-19 15:44:34
    In Radius CRM, as soon as you find the Export button which is almost everywhere (Project, client, accounting, leads, timesheet, etc.), you can export the file according to your needs. You can choose the export in Excel, CSV, or PDF, You can even p...
  • How to use 2-factor Email Authentication For Admin Area?

    2024-02-01 10:40:02
    Use 2-factor Email Authentication For Admin Area In version 1.9.0...
  • How to use HotKeys? (only for admin area)

    2024-02-01 10:49:13
    Radius CRM from version 1.8.0 supports various hot keys for the most important features to speed the working workflow with the CRM. The following hotkeys are only available for the ...
  • How to create a staff member?

    2024-02-01 11:27:39
    To create new staff member/agent in Radius CRM installation navigate to Setup -> Staff and click on the button New Staff Member. ...
  • How to manage an email template?

    2024-02-01 11:31:01
    To set up email templates navigate to Setup -> Email templates and change the content according to your needs. ...
  • How to add custom fields?

    2024-02-07 07:10:02
    Custom fields is feature in Radius CRM which allows you to add field based on your needs. With this ability Radius CRM can fit easily for your company requirements. Go to Setup -> Custom Fields ...
  • How to configure notifications in real time?

    2022-04-04 09:57:39
    Setup Realtime Notifications with Pusher.com ...
  • How to change logo depending on the company to be invoiced?

    2024-07-18 02:11:14
    First of all, the companies must be registered in your platform.  To register a company, go to Settings, then Companies.  Then, click on New company. A ...
  • How to show or hide the signature in a PDF document in Radius CRM?

    2024-10-17 00:36:27
    To show or hide the signature in a PDF document in Radius CRM, open the administration area and go to Setup -> Settings -> PDF -> Signature. ...
  • How to set task delay working days?

    2024-10-17 00:55:37
    To configure working days in task offset in Radius CRM, open the admin area and go to Setup -> Settings -> Task delay. ...
  • How to add holidays for task delay?

    2024-10-17 09:11:05
    To add holidays on task delay in Radius CRM, open the admin area and go to Setup -> Settings -> Task delay. ...
  • Is it possible to delay multiple tasks with one click?

    2024-10-18 01:08:28
    In Radius CRM, you have the ability to delay multiple tasks in one click. To delay multiple tasks in one click, go to the admin area and click on the tasks menu. The...
  • Is it possible to delay a task from the task list of a project?

    2024-10-18 12:03:31
    With Radius CRM, you have the ability to delay a task from the task list in a project. To delay a task in the task list in a project, open your admin area and go to the project menu, click ...
  • Is it possible to show or hide the task delay column in a project's task list?

    2024-10-20 13:58:09
    Showing or hiding the task Delay column in a project's task list is super easy with Radius CRM. To show or hide the task Delay column in a project's task list, open your admin area and go to Setting...
  • How to create signature when creating email with Radius CRM?

    2024-10-22 00:48:31
    To create a collaborator's signature when creating their email in Radius CRM, open your administration area, click on the Settings menu then go to Collaborators.  Click on th...
  • How to mass delete prospect, project, task lines in Radius CRM?

    2024-10-22 08:33:54
    To mass delete the lines in the display (Prospect, task, customer), open your admin area and click the menu where there are the lines to delete. At the top of the table, on the ri...
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