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SuiteCRM Email Setting

1.     Log on to the SuitCRM using Admin Account2.     After login to the SuitCRM click on the Admin menu under the user menu as shown below 3.     After click on the Admin the system will redirect into following screen. 4.     From the Above screen Click on the Email Setting, after click on the Email setting system will redirect into following [...]

Reports and Dashboards

Overview ZENTASOFT’s business intelligence allows financial institutions to run custom reports on all aspects of the ZENTASOFT Bank Operating System. Dashboards can be set to instantly display everything from loan, deposit and branch information to relationship data. Reports and Dashboards are formatted in visually compelling ways to improve data presentation and acceptance, becoming a [...]

Search Options

This article is about Salesforce Search Options. To help you find the information you need as quickly as possible, there are multiple Search options available to you in Salesforce.  The most obvious one is the Global Search Bar which remains visible on every page and record you view. When you type a search term in the Global Search box, all [...]

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