Administrator Guide · A6

Appendix 6 — 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. 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 / 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, Contacts), Check Duplicate, Web; Tools ▸ Office Export to Excel (CSV) / Advanced Export (all columns); Tools ▸ Other TechieCRM Editor / Graphing / Phone / Timer / World Clock; Tools ▸ Cloud (TechieCRM) Cloud Connection / Sync Now / Backup Now / Web Portal; 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 / Outlook / Floating), Administrator, Database (Settings ▸ Database), Licensing, Diagnostics (Settings ▸ Diagnostics); Custom Actions Dashboards, Web Portal, Messages, Notifications.

Clients

Home — Create: Client Entry ▾, Ticket, Sale, Project (TechieCRM), Agreement (TechieCRM), Work Order (TechieCRM) | Write: Email, 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 Partners †, Convert Partners to Companies † | Links: Copy Link, Paste Link
View — Filter: Clear List, Last Session List, Entry Templates, My Leads, All Leads, Company Leads, Contact Leads, All Entries, Companies, Individuals, Contacts, Users | Favorite Lists: All Lists, Recent Lists, Add to List, Remove From 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 | 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 | 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM)
Custom Actions — Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Dashboards

Home — Write: Email, 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM)
Custom Actions — Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Agenda

Home — Write: Email, 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 ▾, 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM)
Custom Actions — Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

Order Desk

Home — —: Order Desk ▾ | Write: Email, 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 — —: Order Desk ▾ | List: Make List Current, Invert Selection, Select All, De-select All, Select Entry | Links: Copy Link, Paste Link
View — —: Order Desk ▾ | Logging: Phone Log, Activities | Show: Properties, Map, Website | Availability: Free Time, Peg Board † | Window: Switch Window, Refresh, Sort By
Search — —: Order Desk ▾ | 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, Contacts | Validation: Check Duplicate | —: Web
Tools — Internet: Web Form †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — —: Order Desk ▾ | Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (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, 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 †, Mailing Lists † | Macro: Record Macro †, Run Last Macro †, Macro List † | Office: Export to Excel, Advanced Export to Excel, Sync with Outlook †, Open Microsoft Word | 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
Reports — Personal: Journal, Expenses, Phone ▾, Quota Report | —: Crystal Report † | Clients: Clients ▾, Contacts ▾, Related Entries ▾ | Sales: Sales ▾ | Marketing: Marketing ▾ | Service: Service ▾, Knowledge Base ▾ | 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 Administration ▾, Template Library ▾ | Templates: Entry Template, Note Template | Territory: Territory Management | —: Preferences | —: User-Defined Fields | User Management: Manage Users, Security Groups, Teams | Display: Column Setup, Coloring Rule | Workspace: Custom Actions †, Icon Bar, Window ▾ | Administration: Administrator (TechieCRM), Database (TechieCRM), Licensing (TechieCRM), Diagnostics (TechieCRM)
Custom Actions — Dashboards: Dashboards | TechieCRM: Web Portal (TechieCRM), Messages (TechieCRM), Notifications (TechieCRM), Manage Custom Actions (TechieCRM) †

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_activities — Retrieving the entries behind a campaign result is not built yet — the data is there, the screen is not. The source CRM records what each RECIPIENT did, one row per entry per campaign activity (CMGR_AUTO_ACCOUNT_STATUS: opened, five separately tracked links, unsubscribed, replied), joined to the campaign by the campaign's own id — the same join the source CRM's campaign reports use. That was checked against this database, not assumed. What is missing is only the command that turns those rows into a Clients list. Meanwhile the figures on the campaign are the real counts: a zero there means nobody opened or clicked, not that TechieCRM could not look.
camp_retrieve_clicked — Retrieving the entries behind a campaign result is not built yet — the data is there, the screen is not. The source CRM records what each RECIPIENT did, one row per entry per campaign activity (CMGR_AUTO_ACCOUNT_STATUS: opened, five separately tracked links, unsubscribed, replied), joined to the campaign by the campaign's own id — the same join the source CRM's campaign reports use. That was checked against this database, not assumed. What is missing is only the command that turns those rows into a Clients list. Meanwhile the figures on the campaign are the real counts: a zero there means nobody opened or clicked, not that TechieCRM could not look.
camp_retrieve_opened — Retrieving the entries behind a campaign result is not built yet — the data is there, the screen is not. The source CRM records what each RECIPIENT did, one row per entry per campaign activity (CMGR_AUTO_ACCOUNT_STATUS: opened, five separately tracked links, unsubscribed, replied), joined to the campaign by the campaign's own id — the same join the source CRM's campaign reports use. That was checked against this database, not assumed. What is missing is only the command that turns those rows into a Clients list. Meanwhile the figures on the campaign are the real counts: a zero there means nobody opened or clicked, not that TechieCRM could not look.
camp_retrieve_unsub — Retrieving the entries behind a campaign result is not built yet — the data is there, the screen is not. The source CRM records what each RECIPIENT did, one row per entry per campaign activity (CMGR_AUTO_ACCOUNT_STATUS: opened, five separately tracked links, unsubscribed, replied), joined to the campaign by the campaign's own id — the same join the source CRM's campaign reports use. That was checked against this database, not assumed. What is missing is only the command that turns those rows into a Clients list. Meanwhile the figures on the campaign are the real counts: a zero there means nobody opened or clicked, not that TechieCRM could not look.
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 readable on the same rows, so those three are waiting only on the screen.
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.
case_monitor — Monitoring needs the local MongoDB store, which is not available in this session (Settings ▸ Database shows its status). Rules, watcher lists and the alerts they raise live there and reach the web and mobile through cloud sync.
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 — There is no contact-to-partner conversion — TechieCRM's Partners module flags an existing COMPANY as a partner, not a contact. Opening Partners ▸ Add Partner is the nearest equivalent.
convert_partners_companies — There is no partner-to-company conversion command — a Partner in TechieCRM already IS a company in Clients (it is a flag on one, not a separate entry), so there is nothing left to convert.
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_journal_note — Writing a journal entry is not built, and the reason is now confirmed against a live database rather than suspected. The Journal lists notes of the type the source CRM uses for EMAIL — every sampled entry of that type is an email log ('Subject: … An email has been sent to …'), 55,563 of them. So a journal note written here would be filed among the emails. Nor is there another type to use: no note type in the source data is user-scoped — every single note is attached to a client entry, and a personal journal is not. Personal ▸ Journal therefore stays a read-only view until TechieCRM defines its own storage for it, which is a product decision rather than a missing detail. A note written with Home ▸ Note is filed against that entry, not into the Journal.
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 — 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 — neither exists yet.
email_decode — 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.
email_flag_clear — A filed email is stored as a document (AMGR_Letters_Tbl), and that table has no priority, flag or read/unread column — so there is nowhere to record this. Set the priority in your mail client before you send; TechieCRM keeps the message, not the mailbox state.
email_flag_set — A filed email is stored as a document (AMGR_Letters_Tbl), and that table has no priority, flag or read/unread column — so there is nowhere to record this. Set the priority in your mail client before you send; TechieCRM keeps the message, not the mailbox state.
email_mark_read — A filed email is stored as a document (AMGR_Letters_Tbl), and that table has no priority, flag or read/unread column — so there is nowhere to record this. Set the priority in your mail client before you send; TechieCRM keeps the message, not the mailbox state.
email_mark_unread — A filed email is stored as a document (AMGR_Letters_Tbl), and that table has no priority, flag or read/unread column — so there is nowhere to record this. Set the priority in your mail client before you send; TechieCRM keeps the message, not the mailbox state.
email_priority_high — A filed email is stored as a document (AMGR_Letters_Tbl), and that table has no priority, flag or read/unread column — so there is nowhere to record this. Set the priority in your mail client before you send; TechieCRM keeps the message, not the mailbox state.
email_priority_low — A filed email is stored as a document (AMGR_Letters_Tbl), and that table has no priority, flag or read/unread column — so there is nowhere to record this. Set the priority in your mail client before you send; TechieCRM keeps the message, not the mailbox state.
email_priority_normal — A filed email is stored as a document (AMGR_Letters_Tbl), and that table has no priority, flag or read/unread column — so there is nowhere to record this. Set the priority in your mail client before you send; TechieCRM keeps the message, not the mailbox state.
email_save_client — Save to Client applies to a message in the Mailbox, not to one already in this list — everything the Email module lists has been filed on an entry already. Open the Mailbox (Email ▸ Mailbox) and use File to Client… there; it writes the document and the note in one transaction.
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 — Library documents open in their own editor window — close it there.
lib_rename — Rename is available from the Library tree right-click menu.
lib_save — Save from the open document editor.
lib_save_as — Save As from the open document editor.
macro_list — Macros recorded the source CRM's own Windows UI and replayed the keystrokes. That mechanism does not exist outside Windows and TechieCRM will not add it — automation here is Project Plans (Schedule ▸ Project Plan) for repeatable work and the cloud API for scripting. Recommended for removal from the ribbon — kept for now only so the layout matches the source CRM.
macro_record — Macros recorded the source CRM's own Windows UI and replayed the keystrokes. That mechanism does not exist outside Windows and TechieCRM will not add it — automation here is Project Plans (Schedule ▸ Project Plan) for repeatable work and the cloud API for scripting. Recommended for removal from the ribbon — kept for now only so the layout matches the source CRM.
macro_run_last — Macros recorded the source CRM's own Windows UI and replayed the keystrokes. That mechanism does not exist outside Windows and TechieCRM will not add it — automation here is Project Plans (Schedule ▸ Project Plan) for repeatable work and the cloud API for scripting. Recommended for removal from the ribbon — kept for now only so the layout matches the source CRM.
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.
od_new_order — Order Desk orders are planned.
od_new_quote — Order Desk quotes are planned (see Sales ▸ Quote).
od_open — Opening an order is planned — Order Desk has no order detail window yet.
ole_hooks — 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). Recommended for removal from the ribbon — kept for now only so the layout matches the source CRM.
opp_monitor — Monitoring needs the local MongoDB store, which is not available in this session (Settings ▸ Database shows its status). Rules, watcher lists and the alerts they raise live there and reach the web and mobile through cloud sync.
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_crystal — Crystal Reports are not bundled; use the module Column/Detailed reports or export to Excel.
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.
rpt_udfs — The User-Defined Fields report is planned — Set Up User-Defined Fields shows the definitions.
sync_outlook — There is no Outlook synchronisation. TechieCRM talks to your mail server directly through the account in Settings ▸ Email, and files messages itself — so the mailbox is shared with Outlook rather than copied from it. Calendar entries are not synchronised with Outlook at all.
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_email — Email templates live in the cloud Communications module (#37).
template_letters — Letter templates are planned (Company Library holds shared documents today).
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.
web_form — Web forms (lead capture) are a Web Portal feature — see the TechieCRM portal.
wizard — The source CRM's Wizard walked a new database through its first setup. TechieCRM does that in Setup ▸ Administrator and in the first-run wizard that opens on a new installation, so this button has nothing left to run.
write_fax — Sending a fax needs a fax gateway (a modem or a fax-to-email service) and TechieCRM does not include or talk to one. 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.

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