Intro to ReactionCRM

Here you can find helpful articles on how to use ReactionCRM.

📚 Modules¹ of the system

Each module has its own specifics, but here's a list of the current modules available:

• Reports and Data - Reports и Bulk Actions
• Clients
• Services
• Parts - Customizable module²
• Rendered Services + Calendar
• Tasks
• Correspondence - Letters, Emails и Image Library
• Invoices
• Expenses
• Payments
• Employees
• System - Settings and Users

Almost every module has 4 main pages:

📃 List

Displays all records with the option to filter by various parameters.

➕ Add

Allows adding a new record.

👁️ Overview

Shows detailed information about the record and related tabs.

✏️ Edit

Allows editing and deleting an existing record.

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Footnotes

1. The different sections of the system are called modules. ↩

2. In this module, you can set any name you want from System -> Settings -> System Settings. ↩