Settings

Topics

• Company Settings
• Theme
• Cron Job Settings
• Category Settings
• Tag Settings
• Tax Settings

Read more in Settings

Tasks

Topics

• Milestones
• Time Tracking
• Custom Fields
• Milestone Settings
• Task Settings

Read more in Tasks

Errors & Debugging

Topics

• Common Errors & Issues
• Setting Your PHP Version
• 500 Server Error
• 404 Not Found Error
• Hostinger – Unable to Create Invoices, Product, Estimates

Read more in Errors & Debugging

Leads

Topics

• Custom Fields
• Leads Settings
• Lead Web Forms
• Import Leads

Read more in Leads

Basic Setup

Topics

• Changing the favicon icon
• Changing theme images
• Customizing FastFlow CRM's Appearance (CSS)
• Using custom fonts
• Change Company Logo

Read more in Basic Setup

Estimates

Topics

• Creating Estimates
• Editing Estimates
• Change/Reset Estimate Numbers
• Estimate Statuses
• Currency Settings
• Estimate Settings
• Estimate Automation

Read more in Estimates

Adding & Managing Team Members

Topics

• Admin Users
• Update Profile
• Update Notification Settings
• Update Password
• Change Theme
• User Roles

Read more in Adding & Managing Team Members

Clients Overview

Topics

• Create, Edit & Delete Client Accounts
• Client Management
• Custom Fields
• Client Settings
• Importing Clients

Read more in Clients Overview

Projects Overview

Topics

• Create Projects
• Project Management
• Views (List, Card)
• Project Cover Images
• Custom Fields
• Project Settings
• Project Automation

Read more in Projects Overview

Invoices

Topics

• Creating Invoices
• Editing Invoices
• Recurring Invoices
• Invoice Products
• Additional Information On Invoices & Estimates
• Change/Reset Invoice Numbers
• Invoice Statuses
• Currency Settings
• Invoice Settings
• CSS Styling PDF Invoices

Read more in Invoices

Expenses

Topics

• Currency Settings
• Expense Settings

Read more in Expenses

Email Settings

Topics

• Email Templates
• SMTP Email – SendGrid

Read more in Email Settings

Accepting Payments

Topics

• Stripe Payment Gateway
• Paypal Payment Gateway
• Subscription Settings

Read more in Accepting Payments

Tickets & Knowledge Base

Topics

• Knowledge base overview
• Knowledge Base Settings

Read more in Tickets & Knowledge Base