Intro

The help here refers to the default names/settings in the Portal.

Images and colours in the help may look different from those on an implemented site.

In most installations there will be some configuration changes. For example "Company" might be called "Account", "Orders" might be "Invoices".

Installations are done by a 'CRM Together' consultant.

This portal is build on the Sage CRM Self-Service platform

Most settings are stored in the web.config file with some as metadata in CRM.

Requirements: Sage CRM Self-Service License