Overview
Getting Started
- Installing Business Suite
- System requirements
Dashboard
Customers
- Creating a Customer Account
- Customer List
- Companies
Accounting
- Bank & Cash Accounts
- Adding Bank & Cash Account
- Account Balances
- Deposit
- Expenses
- Account to Account Transfer
Sales
- Creating Invoice
- Managing Invoice
- POS
- Recurring Invoice
- Creating Quote
- Managing Quotes
- Invoice Payments
Purchase
CRM
- Creating and managing leads
Support
- Creating Ticket
- Solving Tickets
- Predefined Replies
- Tickets Department
Project Management
Knowledgebase
- Articles
- Writing Article
Orders
- Placing new order
Documents
Tasks
Calendar
Products & Services
- Products
- Services
Reports
- Account Statements
- Income Reports
- Expense Reports
- Income vs Expense
- Reports by date
- Sales Report
Utilities
- Activity Log
- Email Message Log
- Invoice Access Log
- Database status
- CRON Log
- Integration Code
- System status
- Terminal
Appearance
- User Interface
- Customize
- Editor
- Themes
Settings
- General Settings
- Staff
- Roles
- Localization
- Currencies
- Payment Gateways
- Expense Categories
- Income Categories
- Tags
- Payment Methods
- Sales Taxes
- Email Settings
- Email Templates
- Custom Contact Fields
- Automation Settings
- API Access
- Choose Features
- Checking Version
- Langugage Settings
- Timezone
API
Developer Documentation
Changelog
- Version 4
- Version 3.4
- Version 3.3
- Version 3.2
Other Features
How to
- Generate invoice automatically after placing order
- Upload admin profile picture
- Add Custom Javascript Code
- Give access to an employee that only allows to access certain data
- How to modify prefix
- Editing Template File
- How to generate Demo data
- Import Data
- Moving to HTTPS
Licensing
Troubleshooting
- Common Troubleshooting Tips
- Enabling Dev Mode
- Resetting password

Custom Contact Fields

Business Suite
Settings
Custom Contact Fields

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Custom Contact Fields

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