Search Knowledge Base Articles

  • Setup Realtime Notifications with Pusher.com

    2024-01-30 10:11:25
    This option is for real-time notifications, which means that you won’t need to refresh the page in case there is a notification. Before, when new notifications for a user was added you needed to refresh the page in order the notificat...

  • Timezone

    2024-01-30 10:15:51
    Navigate to Setup->Settings->Localization ...

  • Date Format and Language

    2024-01-30 10:20:51
    GOJO CXM allows you to set the date format to fit your needs. The date format will be used all over the system, including in the customer area. Navigate to Setup->Settings->Localization ...

  • Staff Permissions

    2024-01-30 16:09:37
    Invoices View (Global) – All invoices. View (Own) – Only invoices ...

  • Setup Web to Lead Form

    2024-01-30 16:46:24
    GOJO CXM Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe. The visitors can then enter their names, email addresses, upload attachment a...

  • Google Configuration / Features

    2024-02-01 17:27:42
    In order to start configuring your Google GOJO CXM related features, you will need to create (in case you don’t have one till now) a project into a Google Developers Console. You can use one project to...

  • Email Templates

    2024-01-30 10:18:41
    To set up email templates navigate to Setup -> Email templates and change the content according to your needs.You can set up a general email signature...

  • Departments

    2024-01-30 10:24:43
    To configure your support system departments, navigate to Setup-> Support -> Departments and click New Department. Department n...

  • Roles

    2024-01-30 16:12:09
    GOJO CXM installation by default have only 1 role added with name Employee and with no permission...

  • Custom Fields

    2024-01-30 16:15:16
    Custom fields is feature in GOJO CXM which allows you to add field based on your needs. With this ability GOJO CXM can fit easily for your company requirements.Follow the steps to add new custom field. Go to ...

  • Payment Modes

    2024-01-30 16:16:15
    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank ...

  • Tax Rates

    2024-01-30 16:19:33
    Create new tax GOJO CXM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.....

  • Goals Tracking

    2024-01-30 16:29:06
    Goals Tracking is a feature in GOJO CXM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase...

  • Currencies

    2024-01-30 16:24:55
    Create new currency To add new currency go to Setup -> Finance -> Currencies...

  • Dropbox File Chooser

    2024-01-30 16:53:00
    Currently Dropbox file chooser is available for the following features: Tasks Invoices Estimates Proposals Leads Customer Profile Files Contracts Project Files ...

  • Add Custom Field for Company

    2024-01-30 17:01:51
    Custom fields is feature in GOJO CXM that allows you to add fields based on your needs. With this ability, GOJO CXM can easily fit your company's requirements. Follow the steps to add a new custom field for the company. Navigate to...

  • Create Staff Member

    2024-01-30 17:03:58
    To create new staff member or agent in your GOJO CXM installation, navigate to Setup->Staff and click on the button New Staff Member Not Staff Member Firstname Lastname ...

  • Add New Task Status

    2024-01-30 17:07:40
    Embeddable ticket form in GOJO CXM is a predefined form for tickets. which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this f...