Knowledge Base
xTuple
CRM
Accounting
Setup & Config
Ledger/Financials
Receivables
Payables
Taxes
Costing
Admin
Releases & Upgrading
Setup & Config
Database Administration
Users
Troubleshooting
Email
Employees
Reporting & Scripting
Data Import & Export
CRM
Setup & Config
Projects
Time & Expense
Incidents
Contacts & Accounts
Opportunities
Characteristics
Addresses
Tasks
Developer
General Info
Menus
Displays & Screens
Extension Packages
Tools
Distribution
General Info
Trade Services
Special Pricing
General Info
Company & Products
Licensing & Payments
Tips & Tricks
Support & Service
International
Localization
Translation
Inventory
Setup & Config
Shipping & Receiving
Item Sites
Sites
Physical Counts
Lot/Serial
History & Reporting
Manuals
Manufacturing
General Info
Advanced Topics
Onboarding
General Info
Training
Products
Setup & Config
Costing
BOMs & Routings
Items
Purchasing
Setup & Config
Item Sources
Vendors
Purchase Orders
Sales
Setup & Config
Customers
Pricing
Sales Orders & Quotes
Sales Reps
Returns
Scheduling
Setup & Config
Planning
Back to home
Knowledge Base
CRM
Accounting
Setup & Config
Ledger/Financials
Receivables
Payables
Taxes
Costing
Admin
Releases & Upgrading
Setup & Config
Database Administration
Users
Troubleshooting
Email
Employees
Reporting & Scripting
Data Import & Export
CRM
Setup & Config
Projects
Time & Expense
Incidents
Contacts & Accounts
Opportunities
Characteristics
Addresses
Tasks
Developer
General Info
Menus
Displays & Screens
Extension Packages
Tools
Distribution
General Info
Trade Services
Special Pricing
General Info
Company & Products
Licensing & Payments
Tips & Tricks
Support & Service
International
Localization
Translation
Inventory
Setup & Config
Shipping & Receiving
Item Sites
Sites
Physical Counts
Lot/Serial
History & Reporting
Manuals
Manufacturing
General Info
Advanced Topics
Onboarding
General Info
Training
Products
Setup & Config
Costing
BOMs & Routings
Items
Purchasing
Setup & Config
Item Sources
Vendors
Purchase Orders
Sales
Setup & Config
Customers
Pricing
Sales Orders & Quotes
Sales Reps
Returns
Scheduling
Setup & Config
Planning
CRM
Setup & Config
What is CRM?
CRM Basics
CRM Master Information
Configuring CRM
Can I create my own honorifics?
What is an honorific?
Address Verification Package
See more
Projects
How do I add tasks to a project?
How do I link a project to a customer?
What are project tasks?
What are projects used for?
Do you have basic project management information?
In project tasks, what is the difference between budgeted and actual?
See more
Time & Expense
What is a worksheet?
Can time and expenses be charged to customers?
How do I process and approve worksheets?
TimeTrex Payroll Integration
Installing and Running TimeTrex
See more
Incidents
Why can't I see all my incidents?
What are incidents?
How can I see the work others have done on an incident?
What is the importance of incident categories?
Do incidents need a resolution?
Can incidents be linked to each other?
How are incident resolutions used?
What is the difference between incident status and incident resolution?
How are incident severities used?
Are incident severities configurable?
Do I need to assign an incident severity?
What are incident status colors?
Can I change the sequence for incident numbers?
Are incident categories required?
Incident Tracker
Where are priorities used?
Do I need to assign priorities to incidents?
See more
Contacts & Accounts
Can the customer number be different from the CRM account number?
Contact Merge
Do all accounts need parents?
How do I add contacts to an account?
Can I delete an account?
Can I change the contact number?
How do I associate contacts with accounts?
Do contact records need to include an honorific?
What is the difference between contacts and accounts?
What is a person's last name?
See more
Opportunities
What is an opportunity type?
Can I filter by opportunity type?
Where are the opportunity reports?
What are opportunities?
Can files be linked to opportunities?
Are opportunity sources required?
What is an opportunity source?
Are opportunity stages required?
Why do I need opportunity sources?
How are opportunity stages used?
Do I need an opportunity type?
Managing Opportunities
See more
Characteristics
Working with CRM Characteristics
How are characteristics used?
What is a characteristic role?
What are characteristic types?
Are the advanced characteristic options required?
See more
Addresses
Can I change the list of countries?
What is the best way to add a state?
How do I handle provinces?
Can I use abbreviations for state names?
Tasks
What are to-dos used for?
How do I organize my to do list?