Search Results

Who this guide is for This guide is for the CBM CRM administrator — the staff member(s) responsible for keeping the Cleveland Business Mentors CRM running smoothly day to day: adding and removing users, adjusting settings, importing data, and handling the occa...

Signing in as an administrator Open the CRM in your browser: Production: https://crm.clevelandbusinessmentors.org Sandbox: https://crm-test.clevelandbusinessmentors.org Enter your administrator username and password. You'll land on a dashboard like any user ...

What a user is Anyone who signs into the CRM has a user record. Each person should have their own account — never a shared login. Individual accounts keep the activity history accurate (who logged which session, who changed what) and let you remove someone's a...

The two halves of access EspoCRM controls access with Roles and Teams, working together: Roles decide what a user can do — which record types they can see, create, edit, or delete, plus any administrative abilities. Teams decide whose records a user can see — ...

System Settings Administration → Settings holds system-wide options. The ones you might reasonably touch: Application name, time zone, date & number formats, week start, default currency, language — locale and cosmetic defaults. Outbound email basics — covered...

Two kinds of change Data — adding records, fixing values, importing. Everyday work; see Chapter 4 — Managing Data. Configuration / structure — new fields, changed layouts, new record types, dropdown options, validation, relationships. This follows a defined pr...

Exporting Open any list view (e.g. Contacts), filter if you like, select records (or all), then Export. Choose the format (CSV or XLSX) and which fields to include. Exports are useful for reporting, a quick safety copy before a risky change, or prepping data f...

Finding & merging duplicates The CRM flags likely duplicates when records are created, and you can hunt for them with filtered/sorted list views (by name or email). To merge: select two or more records in a list → Merge → choose which values to keep → confirm....

Some specifics below depend on how CBM's integrations are configured. Where you see "as configured," confirm the detail for your setup (or ask — see Getting Help and Next Steps). Configuring System Email- (Allows sending new user email, forgot password and sys...

What this site is The documentation you're reading lives on a separate documentation site at docs.clevelandbusinessmentors.org, independent of the CRM. It's organized as Shelves → Books → Chapters → Pages, grouped by audience: Start Here — CRM Introduction Gu...