License form: Annual
Activate the plugin.
Download installation here.
Download the installation file.
If you buy the plugin via the webshop, depending on the payment option, can be downloaded immediately or later.
To install the plugin, use the same location (installation directory) in which osFinancials is installed.
Specify the location where you made your installation of osFinancials
Click on the tick-box to install the sample email layouts and reports.
Activate the plugin.
After starting osFinancials, the Plugin List screen will popup. You need to activate the CRM plugin to use it.
To activate the plugin, select the CRM plugin (from the "Generic Plugins" plugins menu) and click the "Activate Plugin" button.
Then you need to put to use.
This is done via the menu option "Settings => Tools => Plugins => Generic plugins => CRM" by the administration pugin.
To start the plugin by clicking on the icon in the "Action" menu toolbar.
Or you can choose the icon in the "Users tab".
On the CRM screen, the totals for the selected periods is displayed.
