Administrator Guide · A6

Ribbon reference (every tab, group and button, per module)

Generated from src/ribbon_configs.py by tools/gen_ribbon_reference.py. Do not edit by hand.

Cloud CRM parity: the web CRM shows the same tabbed ribbon (Home · Edit · View · Search · Tools · Reports · Setup · Custom Actions, same groups and buttons per module) in its top bar, rendered from the same spec (src/ribbon_configs.py, mirrored to TechieCRM_live/core/ribbon_configs.py).

Pin / unpin (desktop + cloud): the pin at the top-right corner of the ribbon body (first button row, same place as the cloud CRM) keeps the ribbon open (default) or unpins it. Unpinned, only the tab row shows and the ribbon pops open when you click a tab, closing again after you use a button, click elsewhere, press Esc or click the same tab. Remembered per user.

The ribbon follows the source CRM's LAYOUT (same tabs, groups and button positions) but uses TechieCRM's own WORDS: Clients, Sales, Service, Ticket, Marketing, Project Plan, To-Do List, Entry Template. The vocabulary map (one word per meaning, and the distinctions that are real) is docs/design/product_vocabulary.md. TechieCRM's own additions are marked (TechieCRM). Buttons shown in italics are greyed in that module, exactly as the source CRM greys them; those marked ‡ are greyed in every module and say why on hover; those marked (cloud subscription) are greyed, with the reason on hover, while your licence has no TechieCRM cloud subscription. A ▾ marks a drop-down. Buttons listed under Not available in this release explain themselves when clicked (a one-line message); nothing on the ribbon is a dead click.

Common actions (same in every module): Write Email (your desktop mail account) / Note / Letter / Fax (greyed) / Document; Text (SMS) through the cloud; Phone Make / Receive a Call (logs a Phone Call note); Schedule Meeting / Task / Phone Call / Project Plan; Insert / Print Insert a File / Hyperlink; Track ▸ Time a Task (stopwatch → note); List Make List Current / Invert / Select All / De-select All / Select Entry (the record-list checkbox marks); Links Copy / Paste Link (techiecrm://client/…); Logging Phone Log / Activities; Show Properties / Map / Website; Window Switch Window ▾ / Refresh / Sort By ▾; Search Undo / Clear Undo / Repeat All Fields / Show All, Search Catalog, Recent Catalog Searches ▾, Search By (All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾), Retrieve (Sales, Tickets, Partners, Companies, Individuals, Contacts), Check Duplicate, Web; Tools ▸ Office Export to Sheet (CSV or .xlsx; choose the columns in the same window) / Sync with Mail (greyed) / Open Document; Tools ▸ Other TechieCRM Editor / Graphing / Phone / Timer / World Clock / Active OLE Hooks (greyed); Tools ▸ Cloud (TechieCRM) Cloud Connection / Sync Now / Backup Now / Web Portal; Tools ▸ Security (TechieCRM) Credential Manager (your saved logins, encrypted; greyed, with the reason on hover, without a cloud subscription or when the office's records are not in MongoDB; chapter 31); Tools ▸ Database (TechieCRM) Check Database (read-only checks of the SQL or MongoDB database you are signed in to and of the files on this computer; administrators see the database tabs, everyone else This computer, A12) / Repair Database (previewed, backed-up, logged repairs; administrators, A12) / Database Scripts (reviewed SQL Server scripts: the read-only ones run, the rest are copied for your database administrator; administrators, A12); Reports per-module Column Report (print preview of the list) and Detailed Report; Setup Preferences (Settings), User-Defined Fields (Set Up UDF), Manage Users / Security Groups (Administrator), Column Setup, Icon Bar (Settings ▸ Theme Layout), Window ▾ (Classic / Stacked / Three Pane / Floating), Administrator, Configuration (the Configuration window, signed in: Database, Linked CRM logins, Licence, Email; A14), Database (Settings ▸ Database), Licensing, Diagnostics (Settings ▸ Diagnostics), Activity Log (the Activity Log window, A11); Custom Actions Dashboards, Web Portal, Messages, Notifications.

Clients

Home: Create: Client Entry ▾, Ticket, Sale, Project (TechieCRM), Agreement (TechieCRM), Work Order (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task | Subscribe: Assign to Marketing †
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Replace: Global Edit | Relate & Convert: Combine Entries †, Relate Entries †, Convert Contacts to Individuals †, Convert Individuals to Companies † | Monitor: Monitor Client (TechieCRM) | Links: Copy Link, Paste Link
View: Filter: Clear List, Last Session List, Entry Templates, My Prospects, All Prospects, Company Prospects, Contact Prospects, Client Status ▾, All Entries, Companies, Individuals, Contacts, Users | Favorite Lists: All Lists, Recent Lists, Add to List, Remove From List, Email a List | Logging: Phone Log, Activities | Show: Organization Chart, Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾ | Retrieve: Sales, Tickets, Partners, Companies, Individuals, Contacts | Validation: Check Duplicate | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Calendar

Home: Create: Meeting, Ticket, Sale | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete | Manage Meeting: Mark as Completed | Legend: Users, Locations and Resources | Links: Copy Link, Paste Link
View: Options: Other User's Calendar, Tasks / Users ▾, Carry Forward Unfinished Tasks, Daily Calendar, Weekly Calendar, Weekly List, Monthly Calendar, Go to Today, Go to Calendar Date | Logging: Phone Log, Personal Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾ | Retrieve: Sales, Tickets, Partners, Companies, Individuals, Contacts | Validation: Check Duplicate | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Service

Home: Create: Ticket, Sale, Work Order (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | Process: Resolve Ticket, Assign Ticket, Escalate Ticket, Monitor Ticket | Replace: Global Edit | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: Clear List, Last Session List, Entry Templates, My Tickets, All Tickets, Status Filter ▾, My Current Tickets, Ticket Queue, Overdue Tickets | Favorite Lists: All Lists, Recent Lists, Add to List, Remove From List, Email a List | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Basic Fields, Ticket #, Owner, Creator, Notes, Last Modified Date | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

To-Do List

Home: Create: Task, Ticket, Sale | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete | List: Clear Selected Entries, Invert Selection, Select All, De-select All, Select Entry | Manage Activity: Reassign, Mark as Completed, Set Priority | Links: Copy Link, Paste Link
View: Filter: Other User's To-Do List, Show Meetings, Carry Forward Unfinished Tasks, Today's Tasks, Tomorrow's Tasks, Yesterday's Tasks, This Week's Tasks, Next Week's Tasks, Build To-Do List | Logging: Phone Log, Personal Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾ | Retrieve: Sales, Tickets, Partners, Companies, Individuals, Contacts | Validation: Check Duplicate | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Sales

Home: Create: Ticket, Sale, Quote (TechieCRM) †, Invoice (TechieCRM) † | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Replace: Global Edit | Relate: Combine Entries † | Process: Monitor Sale | Links: Copy Link, Paste Link
View: Filter: Clear List, Last Session List, Entry Templates, All Sales, Current Sales, Team Updated Sales †, Won (TechieCRM), Lost (TechieCRM) | Favorite Lists: All Lists, Recent Lists, Add to List, Remove From List, Email a List | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾ | Analysis: Sales Funnel (TechieCRM), Sales Pipeline (TechieCRM)
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company / Partner, Contact, Partner, Competitor, Status, Objective, Stage, Confidence Rating, Team, Leader, Other Fields ▾ | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Dashboards

Home: Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Dashboard: New Dashboard (TechieCRM), Properties (TechieCRM), Add Indicator (TechieCRM), Wizard (TechieCRM) | Output: Email (TechieCRM), Print (TechieCRM)
View: Dashboard: Full Screen (TechieCRM), Refresh Data (TechieCRM) | Logging: Phone Log, Personal Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾ | Retrieve: Sales, Tickets, Partners, Companies, Individuals, Contacts | Validation: Check Duplicate | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Agenda

Home: Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Sections: Choose Indicators (TechieCRM), Dashboard Mode (TechieCRM)
View: Agenda: Meetings (TechieCRM), Tasks (TechieCRM), Announcements (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾ | Retrieve: Sales, Tickets, Partners, Companies, Individuals, Contacts | Validation: Check Duplicate | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Email

Home: Create: Client Entry ▾, Ticket, Sale | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Print an Envelope, Print a Label, Insert a File | Track: Time a Task
Edit: Entry: Compose Email, Open, Delete | List: Invert Selection, Select All, De-select All, Select Entry | Respond: Reply, Reply to All, Forward | Manage Email: Save Email ▾, New Sale from Email, New Ticket from Email, Set Priority ▾, Decode Email ‡, Mark Email ▾, Flag Email ▾ | Links: Copy Link, Paste Link
View: Filter: Show Unread Only, All Emails, Today's Emails, Yesterday's Emails, This Week's Emails, This Month's Emails | Logging: Phone Log, Personal Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Preview, Show Entry, Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾ | Retrieve: Sales, Tickets, Partners, Companies, Individuals, Contacts | Validation: Check Duplicate | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Marketing

Home: Create: Automated Marketing, Traditional Marketing | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: Clear List, Automated, Traditional, All Marketing, Current, Team Updated † | Review: Steps, Roles | Logging: Phone Log, Personal Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog | Search By: All Fields, Status, Name, Objective, Completion Date, Team, Leader, Other Fields ▾ | Retrieve Client Entries: All Entries, Entries By Activities, Unsuccessful †, Opened Email, Clicked-through, Unsubscribed | Retrieve: Sales | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Library / Knowledge Base

Home: Create: Article ▾, Folder, Paste Document, Paste Link Document, Knowledge Base Article ▾ (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task | Email: Email Article
Edit: Entry: Open, Close †, Save †, Save As, Rename, Delete | Paste: Paste Document, Paste Link Document | Knowledge Base: Copy Article (TechieCRM), Save / Export (TechieCRM), Approve Article (TechieCRM), Print Article (TechieCRM)
View: Knowledge Base: All Articles (TechieCRM), Draft (TechieCRM), Published (TechieCRM), Expired (TechieCRM), Internal (TechieCRM) | Logging: Phone Log, Personal Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Preview, Switch Window ▾, Refresh
Search: Search By: File Name, Author, Creation Date, Text in Note, Last Modified Date | Search Next | Knowledge Base: Any Field (TechieCRM), Phrase (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Personal

Home: Create: Journal Note, Expense (TechieCRM), Ticket, Sale | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Personal: Journal (TechieCRM), Expenses (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Search By: Date Range, Text in Note
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Quotas

Home: Create: Quota, Ticket, Sale | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | Links: Copy Link, Paste Link
View: Quotas: Quota Report (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Company, Last Name, All Phone Numbers, All Email Addresses, Other Fields ▾ | Retrieve: Sales, Tickets, Partners, Companies, Individuals, Contacts | Validation: Check Duplicate | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Messages

Home: Create: Message a User (TechieCRM), Text a Client (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Message: Send (TechieCRM), Open Client / User (TechieCRM), Mark as Read (TechieCRM), Refresh (TechieCRM) | Links: Copy Link, Paste Link
View: Show: All (TechieCRM), Users (TechieCRM), Clients (texts) (TechieCRM), Unread (TechieCRM) | Notifications (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Search By: User (TechieCRM), Client (TechieCRM), Text (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Inventory

Home: Create: Item (TechieCRM), Set Up Types (TechieCRM), Transformation Batch (TechieCRM), Sell / Consume (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: All Items (TechieCRM), Low Stock (TechieCRM), In Stock (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, SKU / Code (TechieCRM), Type (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Projects

Home: Create: Project (TechieCRM), Templates (TechieCRM), Set Up Phases (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: All Projects (TechieCRM), Active (TechieCRM), Planning (TechieCRM), On Hold (TechieCRM), Completed (TechieCRM), Project Plans (TechieCRM) | Timeline: Gantt (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Client (TechieCRM), Status (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Financials

Home: Create: Invoice (TechieCRM) †, Bill (TechieCRM) †, Payment (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: All (TechieCRM), Receivable (TechieCRM), Payable (TechieCRM), Open (TechieCRM), Overdue (TechieCRM), Paid (TechieCRM) | Reports: Aging (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Document # (TechieCRM), Customer / Vendor (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Work Orders

Home: Create: Work Order (TechieCRM), From Ticket (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | Dispatch: Assign (TechieCRM), Set Status ▾ (TechieCRM) | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: All (TechieCRM), Open (TechieCRM), Scheduled (TechieCRM), In Progress (TechieCRM), Completed (TechieCRM), Assigned to Me (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, WO # (TechieCRM), Customer (TechieCRM), Assignee (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Partners

Home: Create: Partner (TechieCRM), Compliance (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: All (TechieCRM), Active (TechieCRM), Blocked (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Name (TechieCRM), Service (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Agreements

Home: Create: Agreement (TechieCRM), Templates (TechieCRM), Generate Due (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | Agreement: Renew (TechieCRM), Pause (TechieCRM), Resume (TechieCRM), Cancel (TechieCRM) | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: All (TechieCRM), Active (TechieCRM), Paused (TechieCRM), Due (TechieCRM), Expiring (TechieCRM), Expired, not renewed (TechieCRM), Renewed (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Customer (TechieCRM), Service (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Compliance & SLA

Home: Create: Requirement (TechieCRM), SLA Policy (TechieCRM), Compliance Record (TechieCRM), Evaluate SLAs (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: SLA Board (TechieCRM), Partner Compliance (TechieCRM), Expiry Board (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Partner (TechieCRM), Status (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

HR & Payroll

Home: Create: Employee (TechieCRM), Time Entry (TechieCRM), Leave Request (TechieCRM), Pay Run (TechieCRM) | Write: Email, Email to Many, Note, Letter, Fax ‡, Document | Message: Text (SMS) (TechieCRM) | Phone: Make a Call, Receive a Call | Schedule: Meeting, Task, Phone Call, Project Plan | Insert / Print: Insert a File, Insert a Hyperlink, Print an Envelope, Print a Label | Track: Time a Task
Edit: Entry: Open, Delete, Duplicate | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View: Filter: Employees (TechieCRM), Time (TechieCRM), Leave (TechieCRM), Payroll (TechieCRM) | Logging: Phone Log, Activities | Show: Properties, Map, Website | View in Clients | Availability: Free Time, Peg Board † | Window: Switch Window ▾, Refresh, Sort By ▾
Search: Options: Undo Search, Clear Undo, Repeat All Fields, Show All (TechieCRM) | Catalog: Search Catalog, Recent Catalog Searches ▾ | Search By: All Fields, Name (TechieCRM), Department (TechieCRM) | Web
Tools: Internet: Web Form (cloud subscription), Mailing Lists † | Office: Export to Sheet, Sync with Mail ‡, Open Document | Other: TechieCRM Editor, Graphing, Phone, Timer, Wizard, World Clock, Active OLE Hooks ‡ | Cloud: Cloud Connection (TechieCRM), Sync Now (TechieCRM), Backup Now (TechieCRM), Web Portal (TechieCRM), Connect | Security: Credential Manager (TechieCRM) | Database: Check Database (TechieCRM), Repair Database (TechieCRM), Database Scripts (TechieCRM)
Reports: Personal: Journal, Expenses, Phone ▾, Quota | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Library ▾ | Associated Entries: Notes, Documents, User-Defined Fields | Activities: Calendar ▾, To-Do List ▾, Activities | Dashboards: Dashboards (TechieCRM), Financials (TechieCRM), HR & Payroll (TechieCRM)
Setup: File Management: Document Admin ▾, Template Library ▾ | Territory: Territory Management | Preferences | User-Defined Fields, Client Status Values | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Configuration (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM), Activity Log (TechieCRM)
Custom Actions: Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Greyed in every module (‡)

These stay on the ribbon but are always greyed, so they cannot be clicked. Rest the pointer on one to see why:

email_decode: Decode Email is not needed: TechieCRM reads your mail directly. Decode Email belongs to the source CRM's Outlook add-in, which re-read a message Outlook had encoded. TechieCRM never stores an encoded message (the Mailbox decodes each one as it files it (src/email_data_service)), so there is nothing for this command to decode. It is kept only so the ribbon matches the source CRM's layout.
ole_hooks: Active OLE Hooks are not available in TechieCRM. Active OLE Hooks let a Windows program drive the source CRM in-process. It is a Windows-only, 32-bit COM mechanism with no equivalent on macOS and no path forward; TechieCRM integrates over the cloud API instead (Tools ▸ Cloud). The button is kept, greyed, so the layout matches the source CRM.
sync_outlook: Sync with Mail is not needed: TechieCRM reads your mail accounts directly. There is no separate sync with a mail program. TechieCRM talks to your mail server directly through the account in Settings ▸ Email, and files messages itself, so the mailbox is shared with your mail program rather than copied from it. Calendar entries are not synchronised with a mail program at all.
write_fax: Fax needs an add-on service; not available yet. Sending a fax needs a fax gateway (a modem or a fax-to-email service) and TechieCRM does not include or talk to one yet; a fax service may be offered later as an add-on. Until then, write the page as a Document (Home ▸ Write ▸ Document), which files it on the entry, then send it through your own fax service, or use Email instead.

Greyed without a cloud subscription

These work on every licence that has a TechieCRM cloud subscription. Without one they are greyed, and resting the pointer on one says why:

web_form: Web forms are a cloud subscription feature.

Not available in this release (†)

Clicking one of these shows the reason instead of doing nothing:

assign_to_campaign: Adding entries to a Marketing campaign is not built. Where the audience lives is no longer in doubt (the campaign's subscriber table is read every time you select a campaign and see its members), but enrolling an entry means WRITING a subscriber row, and the status fields on that row are numbers whose meanings are not documented anywhere TechieCRM can check. A guessed value would enrol entries in a state the source CRM then treats as removed, so the write waits for those codes.
camp_retrieve_unsuccessful: Retrieving the entries a send FAILED for is not built, and this one has a real data gap on top of the missing screen. What each recipient did IS recorded, one row per entry per campaign activity, and that was checked against this database rather than assumed, but the delivery state on those rows is a plain number, and nothing in the source CRM's own campaign reports says which value means "failed". Building this on a guess would hand you a confident list of the wrong entries. Opened Email, Clicked-through and Unsubscribed are read from those same rows, which is why those three buttons work and this one does not.
camp_team_updated: Team Updated needs two things TechieCRM cannot answer yet: which team the signed-in user belongs to (the entry's Team_Id is a source-CRM TEAM code, Type_Id 393, with no verified mapping from a login user), and a per-user "last seen" marker to measure "updated since" against. Sort the list by Last Modified meanwhile (View ▸ Sort By).
combine_entries: Combining two entries into one is not built. A merge has to move every note, document, to-do, meeting, sale, ticket, project and contact off the losing entry before deleting it (across eight tables, with no undo), and TechieCRM has no verified contract for that yet. Check Duplicate (Search ▸ Validation) finds the duplicates; this button offers to open it.
convert_contacts_partners: Converting a contact into an individual is not built yet. It moves the contact out from under its company and makes it its own Individual entry, which changes the entry's type and keys in your database, so it needs its own tested build. It is on the list to fix.
convert_partners_companies: Converting an individual into a company is not built yet. It changes the entry's type in your database, so it needs its own tested build. It is on the list to fix.
create_invoice: Creating an invoice or bill by hand is not built yet. Raise one from a Sale, a Project, an Inventory sale, or an Agreement. Each of those files the document in the Financials register, where you can open it and record payments.
create_quote: Writing a quote by hand is not built yet, and a quote is not yet a document type of its own in TechieCRM. Record what you are quoting on the Sale (Sales ▸ the entry). When it is won, raise the invoice from there and it is filed in the Financials register, where you can open it and record payments.
custom_actions: Custom Actions (your own buttons on the ribbon) are not built. The ribbon is generated from a fixed specification shared with the web and mobile apps (src/ribbon_configs.py), so a user-defined button needs a per-user store and a safe way to say what it runs, and neither exists yet.
custom_manage: Custom Actions (your own buttons on the ribbon) are not built. The ribbon is generated from a fixed specification shared with the web and mobile apps (src/ribbon_configs.py), so a user-defined button needs a per-user store and a safe way to say what it runs, and neither exists yet.
email_priority_high: A message's priority is written into it by whoever sends it, and mail servers do not let it be changed after the message has arrived, so there is nothing to set on mail in your mailbox. Flag a message instead (Edit ▸ Flag Email) to mark it as important to you.
email_priority_low: A message's priority is written into it by whoever sends it, and mail servers do not let it be changed after the message has arrived, so there is nothing to set on mail in your mailbox. Flag a message instead (Edit ▸ Flag Email) to mark it as important to you.
email_priority_normal: A message's priority is written into it by whoever sends it, and mail servers do not let it be changed after the message has arrived, so there is nothing to set on mail in your mailbox. Flag a message instead (Edit ▸ Flag Email) to mark it as important to you.
fin_new_bill: Creating an invoice or bill by hand is not built yet. Raise one from a Sale, a Project, an Inventory sale, or an Agreement. Each of those files the document in the Financials register, where you can open it and record payments.
fin_new_invoice: Creating an invoice or bill by hand is not built yet. Raise one from a Sale, a Project, an Inventory sale, or an Agreement. Each of those files the document in the Financials register, where you can open it and record payments.
lib_close: Nothing is open to close. A Library document opens in its own program, or in a viewer window that you close with its own Close button.
lib_save: Nothing is open to save. A Library document opens as a copy in its own program, and changes made there are not saved back into the Library. Use Save As to keep a copy as a file, or Add Document to put a changed file into the Library.
mailing_lists: A mailing list is a saved audience for a send. TechieCRM has no send engine, and a mailing list is not the same thing as a campaign's subscriber list. It is a named set of entries that belongs to no campaign, and there is nowhere to keep one. A Favorite List (View ▸ Favorite Lists) holds a named set of entries today and is the nearest working equivalent.
opp_team_updated: Team Updated needs two things TechieCRM cannot answer yet: which team the signed-in user belongs to (the entry's Team_Id is a source-CRM TEAM code, Type_Id 393, with no verified mapping from a login user), and a per-user "last seen" marker to measure "updated since" against. Sort the list by Last Modified meanwhile (View ▸ Sort By).
peg_board: The Peg Board (who is in and who is out) needs a presence store, a place each user signs in and out of. Neither the source CRM nor TechieCRM has one, so there is no data to show; this would be a new table, not a new screen.
relate_entries: Relating two entries to each other is not built: this database has no verified entry-to-entry link table (the documented schema has AMGR_Opportunity_Link and AMGR_Strategy_Link, neither of which links one client entry to another). Reports ▸ Clients ▸ Detailed Report's "related entries" section means something different: an entry's own Sales and Tickets.
rpt_contacts_column: A standalone Contacts report is planned. Today, select the client entry and run Reports ▸ Clients ▸ Detailed Report with "Print contacts" ticked; its Contacts section lists that entry's contacts.
rpt_contacts_detailed: A Detailed Report on one selected contact is planned. Today, select the client entry and run Reports ▸ Clients ▸ Detailed Report with "Print contacts" ticked; it covers the entry and its contacts.
rpt_related_column: A standalone Related Entries report is planned. Today, select the client entry and run Reports ▸ Clients ▸ Detailed Report with "Print related entries" ticked; its Related entries section lists the entry's Sales and Tickets.
template_campaign_auto: Automated Marketing Templates are planned; the source CRM's campaign template table is not verified for this release. Marketing ▸ right-click ▸ Add shows the template entries.
template_campaign_trad: Traditional Marketing Templates are planned; the source CRM's campaign template table is not verified for this release.
template_quota: Quota Templates are planned; the source CRM's quota-template encoding is not verified for this release. Quotas ▸ Add creates a quota directly.

← Settings reference (customization)

Icon Reference: Cross-Platform Comparison →