support.karmacrm.com

karmaCRM Support Center

Resize the Columns of Assets List. Account and Profile Settings. Account Settings: Profile Details. Account Settings: Calendar Settings. Account Settings: My Email Dropbox. Update Your Organization Details. Create a New Group. Add User in a Group. What Happens If You Dont Upgrade Your Free Trial. Show Sidebar: Add New Section. Show Sidebar: Manage Sections. Using Tabs on Dashboard. Add Widgets on Dashboard. Widgets: See and Manage Records. Change the Logo and Appearance of karmaCRM. Exporting Deals to CSV.

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Resize the Columns of Assets List. Account and Profile Settings. Account Settings: Profile Details. Account Settings: Calendar Settings. Account Settings: My Email Dropbox. Update Your Organization Details. Create a New Group. Add User in a Group. What Happens If You Dont Upgrade Your Free Trial. Show Sidebar: Add New Section. Show Sidebar: Manage Sections. Using Tabs on Dashboard. Add Widgets on Dashboard. Widgets: See and Manage Records. Change the Logo and Appearance of karmaCRM. Exporting Deals to CSV.

<META> KEYWORDS

1 submit a ticket

2 suggest a feature

3 knowledge base

4 getting started

5 overview of karmacrm

6 confidentiality of information

7 modules and workflow

8 customer success program

9 terminology

10 page navigation

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karmaCRM Support Center | support.karmacrm.com Reviews

https://support.karmacrm.com

Resize the Columns of Assets List. Account and Profile Settings. Account Settings: Profile Details. Account Settings: Calendar Settings. Account Settings: My Email Dropbox. Update Your Organization Details. Create a New Group. Add User in a Group. What Happens If You Dont Upgrade Your Free Trial. Show Sidebar: Add New Section. Show Sidebar: Manage Sections. Using Tabs on Dashboard. Add Widgets on Dashboard. Widgets: See and Manage Records. Change the Logo and Appearance of karmaCRM. Exporting Deals to CSV.

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support.karmacrm.com

1

Confidentiality of Information – karmaCRM Support Center

http://support.karmacrm.com/hc/en-us/articles/200638377-Confidentiality-of-Information

Account and Profile Settings. December 15, 2015 20:30. We understand the importance of keeping your information confidential. Therefore, we have taken every precaution to ensure your data is safe. In karmaCRM, SSL is already enabled within your settings to encrypt the information you send across the internet. Was this article helpful? 0 out of 0 found this helpful. 10/28 Intro to karmaCRM Functionalities Webinar. Monday - Friday, from 9am to 5 pm Eastern Time (US).

2

Change Account Owner – karmaCRM Support Center

http://support.karmacrm.com/hc/en-us/articles/200617299-Change-Account-Owner-

Account and Profile Settings. Account and Profile Settings. August 18, 2015 19:35. You can change the owner of account, if you are logged in to karmaCRM as account owner. You can transfer the ownership of your account to any other user. Once the ownership is transferred to other user, your status will be changed to normal user. Link available at the top right side of the page. Link available in the Upgrading. The Accounts, Upgrades and Billing. Page appears as below. In Change account owner.

3

Import Users – karmaCRM Support Center

http://support.karmacrm.com/hc/en-us/articles/200662639-Import-Users

Account and Profile Settings. Account and Profile Settings. September 13, 2015 19:06. To add a new user to your karma account, you can import a list of users from a CSV file. In addition, you have an option to add a user manually. (Please see add a new user. For detailed instructions.). Note: Only the karma account owner and the account admin can access this section. Link available at top right side of the screen. Page appears where you can define different settings for your account. Click on Users.

4

Account Settings: Calendar Settings – karmaCRM Support Center

http://support.karmacrm.com/hc/en-us/articles/200617249-Account-Settings-Calendar-Settings-

Account and Profile Settings. Account and Profile Settings. Account Settings: Calendar Settings. December 15, 2015 20:58. In karmaCRM, calendar helps you to manage your events and tasks on a daily, weekly and monthly basis. All users with any roles and permissions can access this Calendar. In the top navigation bar, click on the drop down arrow available corresponding to your name, as below. Click on My Settings. Link in the top navigation bar, at Preferences My Settings. Tab, as below. If you have creat...

5

karmaCRM Support Center

http://support.karmacrm.com/entries/22941291-karma2-migration-guide

Resize the Columns of Assets List. Account and Profile Settings. Account Settings: Profile Details. Account Settings: Calendar Settings. Account Settings: My Email Dropbox. Update Your Organization Details. Create a New Group. Add User in a Group. What Happens If You Dont Upgrade Your Free Trial. Using Tabs on Dashboard. Add Widgets on Dashboard. Widgets: See and Manage Records. Change the Logo and Appearance of karmaCRM. Contacts: Setup Custom Settings. Cases: Setup Custom Settings. Add Contacts to Maps.

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